Wealth Management Advisor - Portfolio Strategy & Goals

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

Pregnancy and parental leave

401(k) with employer match

Paid vacation and holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services on the Wealth Management Team. You will facilitate delivery of strategies, including portfolio management, trust administration, and insurance, working with AMG or open architecture to tailor goals-based portfolios.

The role requires strong communication skills, experience with affluent clients, FINRA licenses, and collaboration with internal teams; a competitive benefits package is offered.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Three to five years of experience in financial sales, preferably with affluent clients.
• FINRA licenses and applicable state insurance license.

Responsibilities

• Lead investment planning and advisory across portfolios.
• Deliver strategies including portfolio management and insurance.
• Collaborate with AMG or open architecture for research and due diligence.
• Present investment strategies to clients and build tailored goals-based portfolios.

Skills

Financial sales

Affluent clients

Portfolio planning

FINRA licenses

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory services on the Wealth Management Team. You will facilitate delivery of strategies, including portfolio management, trust administration, and insurance, working with AMG or open architecture to tailor goals-based portfolios.

The role requires strong communication skills, experience with affluent clients, FINRA licenses, and collaboration with internal teams; a competitive benefits package is offered.