Strategic Wealth Advisor — Portfolio & Planning

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. The role involves facilitating strategies, portfolio management and trust administration to address clients’ unique goals and objectives.

You will advise using U.S. Bank's Asset Management Group or open architecture to deliver investment views, research, and tailored portfolio construction for affluent clients.

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

• Lead investment planning and insurance product delivery on the Wealth Management Team.
• Assist clients by understanding goals and constructing goals-based investment portfolios.
• Advise clients using AMG or U.S. Bancorp Investment's open architecture to deliver investment strategy and portfolio construction.

Skills

Financial planning

Relationship management

Sales experience

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. The role involves facilitating strategies, portfolio management and trust administration to address clients’ unique goals and objectives.

You will advise using U.S. Bank's Asset Management Group or open architecture to deliver investment views, research, and tailored portfolio construction for affluent clients.