Wealth Advisor - Strategic Planning & Client Growth

Us Bank; Rocky River (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

401(k) plan

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will help clients build tailored portfolios, leveraging AMG or open architecture, and deliver research, strategy and portfolio construction to meet goals.

Ideal candidates have a Bachelor's degree, 3–5 years in financial sales, and FINRA/insurance licenses with strong relationship and communication skills.

Qualifications

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

Responsibilities

• Lead investment planning, portfolio management, trust administration and insurance delivery.
• Construct goals-based investment portfolios for clients and families.
• Advise clients using AMG or open architecture and perform due diligence on investments.
• Present investment strategies and maintain a holistic planning approach.
• Develop strong client relationships and pursue new business opportunities.

Skills

Financial sales experience

Portfolio construction

Relationship management

Effective communication

Education

Bachelor's degree

Tools

Desktop planning tools

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will help clients build tailored portfolios, leveraging AMG or open architecture, and deliver research, strategy and portfolio construction to meet goals.

Ideal candidates have a Bachelor's degree, 3–5 years in financial sales, and FINRA/insurance licenses with strong relationship and communication skills.