Strategic Wealth Advisor

U.S. Bank; Strongsville (OH); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank in Strongsville, Ohio is seeking a Wealth Management Advisor to lead investment planning and deliver tailored financial strategies. The successful candidate will partner with clients, providing expert advice on investment strategy and portfolio management, ensuring that individual goals are met.

The role requires at least three years of financial sales experience and specific licenses. The benefits package includes healthcare, retirement plans, and paid vacation.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.

Responsibilities

• Facilitate delivery of investment planning strategies.
• Construct goals-based investment portfolios for clients.
• Advise clients on economic and market views.

Skills

Financial sales experience

Relationship management

Analytical skills

Communication skills

Education

Bachelor’s degree

Tools

Investment and insurance products

Job description

U.S. Bank in Strongsville, Ohio is seeking a Wealth Management Advisor to lead investment planning and deliver tailored financial strategies. The successful candidate will partner with clients, providing expert advice on investment strategy and portfolio management, ensuring that individual goals are met.

The role requires at least three years of financial sales experience and specific licenses. The benefits package includes healthcare, retirement plans, and paid vacation.