Strategic Wealth Planner & Advisor

U.S. Bank; Cincinnati (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

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Wealth Management team is seeking a Wealth Management Advisor (WMA) to lead investment planning and advisory for affluent clients. The role focuses on portfolio construction, trust administration, and delivering tailored strategies that align with clients' goals.

You will partner with AMG or U.S. Bancorp Investment open architecture to present investment views, conduct due diligence, and support clients with comprehensive financial planning and insurance solutions.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in a financial sales role, preferably working with the affluent client segment.
• FINRA Series 7, 63, 65 or 66, and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory on the Wealth Management Team.
• Construct goals-based investment portfolios.
• Partner with AMG or U.S. Bancorp Investment open architecture to deliver market views, research and due diligence.

Skills

Portfolio management

Goals-based planning

Relationship management

Communication skills

Sales experience

Problem solving

Financial services knowledge

Education

Bachelor's degree or equivalent work experience

Tools

FINRA licenses (7/63/65/66)

State insurance license

Job description

U.S. Bank's Wealth Management team is seeking a Wealth Management Advisor (WMA) to lead investment planning and advisory for affluent clients. The role focuses on portfolio construction, trust administration, and delivering tailored strategies that align with clients' goals.

You will partner with AMG or U.S. Bancorp Investment open architecture to present investment views, conduct due diligence, and support clients with comprehensive financial planning and insurance solutions.