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About the role

U.S. Bank seeks a senior Wealth Management executive to retain and grow relationships with high net worth clients in a dynamic team environment. You will assemble Banking, Trust and Investment professionals around each client to meet their complex needs and deliver tailored wealth advice. The role requires extensive industry experience, adherence to NMLS/SAFE Act standards, and the ability to drive business while maintaining high ethical and professional standards.

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JOB OVERVIEW

Experience level

Senior

Location

San Jose, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

6 days ago

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