Wealth Planning & Investment Advisor
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver portfolio management, trust administration, and insurance services.
You will partner with the team to understand clients’ goals and construct tailored, goals-based portfolios using AMG or open architecture where appropriate. The role requires three to five years in financial sales, relevant FINRA licenses, and an insurance license.
This role is for the Wealth Planning & Investment Advisor role at U.S. Bank.
This role, Wealth Planning & Investment Advisor at U.S. Bank, could be your next opportunity.
Are you ready to take on the Wealth Planning & Investment Advisor role at U.S. Bank?
We would love to welcome a new Wealth Planning & Investment Advisor to our organisation in Watsonville, CA, United States.
For the Wealth Planning & Investment Advisor position at U.S. Bank, we are reviewing applications now.
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