Strategic Wealth Advisor for Affluent Clients

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick leave

Parental leave

Job summary

A financial services company seeks a Wealth Management Advisor in Seven Hills, OH, to lead in investment planning and advisory. The role involves constructing tailored investment portfolios to meet clients' unique goals. Ideal candidates will have a bachelor's degree, relevant licenses, and 3-5 years of experience in financial sales, especially with affluent clients. Strong communication and analytical skills are essential, as well as knowledge of financial products and relationship management.

Qualifications

• Three to five years 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 and insurance product strategies.
• Advise clients based on their unique goals and objectives.
• Construct goals-based investment portfolios.

Skills

Financial planning knowledge

Relationship management

Sales and business development

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

A financial services company seeks a Wealth Management Advisor in Seven Hills, OH, to lead in investment planning and advisory. The role involves constructing tailored investment portfolios to meet clients' unique goals. Ideal candidates will have a bachelor's degree, relevant licenses, and 3-5 years of experience in financial sales, especially with affluent clients. Strong communication and analytical skills are essential, as well as knowledge of financial products and relationship management.