Strategic Wealth Advisor & Investment Guide

Usbank; Cincinnati (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k)

Job summary

U.S. Bank’s Wealth Management Advisor leads investment planning, portfolio construction and insurance services for affluent clients.

The role collaborates with the AMG team and uses open architecture to deliver tailored strategies, research, and due diligence to meet client goals. Ideal candidates hold FINRA licenses plus state insurance credentials, have 3–5 years in financial sales, and hold a Bachelor's degree or equivalent experience.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial sales, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 licenses and state insurance license.

Responsibilities

• Lead investment planning and advisory for clients.
• Construct goals-based investment portfolios and manage risk.
• Partner with AMG or IBI for research, due diligence and strategy.
• Deliver comprehensive portfolio management and insurance services.

Skills

Portfolio management

Financial planning

Relationship management

Communication skills

Sales & business development

Analytical skills

Interpersonal skills

Industry knowledge

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank’s Wealth Management Advisor leads investment planning, portfolio construction and insurance services for affluent clients.

The role collaborates with the AMG team and uses open architecture to deliver tailored strategies, research, and due diligence to meet client goals. Ideal candidates hold FINRA licenses plus state insurance credentials, have 3–5 years in financial sales, and hold a Bachelor's degree or equivalent experience.