Strategic Wealth Advisor

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

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver tailored portfolios. You will advise affluent clients, construct goals-based strategies, and collaborate with AMG/open architecture to provide research and due diligence.

The role emphasizes holistic planning and strong client relationships. Join a team that partners with clients to understand their goals, deliver comprehensive investment and insurance solutions, and drive growth across portfolios and

Qualifications

• Bachelor's degree or equivalent work experience.
• Three to five years in financial sales, preferably with the affluent client segment.
• FINRA licenses (Series 7, 63, 65 or 66) and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory services for clients and families.
• Construct tailored goals-based investment portfolios based on client goals.
• Partner with AMG or open architecture to provide research and due diligence.
• Present investment strategies to clients with a holistic planning approach.

Skills

Relationship management

Sales

Communication skills

Education

Bachelor's degree or equivalent work experience

FINRA licenses (Series 7/63/65/66) and state insurance license

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver tailored portfolios. You will advise affluent clients, construct goals-based strategies, and collaborate with AMG/open architecture to provide research and due diligence.

The role emphasizes holistic planning and strong client relationships. Join a team that partners with clients to understand their goals, deliver comprehensive investment and insurance solutions, and drive growth across portfolios and