Wealth Management Advisor: Craft Bespoke Portfolios

U.S. 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

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to serve as the investment planning and portfolio lead on the Wealth Management Team. The role involves delivering strategies and capabilities, including portfolio management, trust administration, and insurance services, tailored to each client's goals.

The WMA partners with AMG or U.S. Bancorp Investment's open architecture to provide market views, research, and portfolio construction.

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 delivery of strategies and capabilities including portfolio management and insurance services.
• Advise clients using AMG or open architecture to tailor investment portfolios and provide research insights.
• Partner with Wealth Management Team to understand client goals and construct goals-based portfolios.

Skills

Financial planning knowledge

Relationship management

Analytical thinking

Communication skills

Planning software/tools

Education

Bachelor's degree or equivalent work experience

Tools

FINRA licenses (Series 7/63/65/66)

Job description

U.S. Bank is seeking a Wealth Management Advisor to serve as the investment planning and portfolio lead on the Wealth Management Team. The role involves delivering strategies and capabilities, including portfolio management, trust administration, and insurance services, tailored to each client's goals.

The WMA partners with AMG or U.S. Bancorp Investment's open architecture to provide market views, research, and portfolio construction.