Wealth Management Advisor-Sun City AZ

Lead wealth management investment planning and deliver tailored investment and insurance strategies for affluent clients and families. Build goals-based portfolios using U.S. Bank’s Asset Management Group or open architecture, conduct manager/fund/security research and due diligence, and partner with the team on trust administration and ongoing portfolio management. Present investment strategies and maintain a holistic, relationship-driven approach to financial planning, including asset allocation, retirement planning, and education funding.