Wealth Management Advisor: Strategic Planning & Growth

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

Benefits offered by this job

Healthcare

Dental & Vision

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Holidays

Parental leave

Job summary

U.S. Bank seeks a Wealth Management Advisor in Strongsville, OH to lead investment planning and insurance product delivery for affluent clients. You will partner with the Wealth Management Team to build goals-based portfolios and deliver tailored investment strategies using AMG/open architecture.

The role requires a Bachelor’s degree, 3–5 years in financial sales, and FINRA/insurance licenses. Strong relationship management and communication skills are essential.

Qualifications

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

Responsibilities

• Lead on investment planning, portfolio management and insurance products.
• Collaborate with Wealth Management Team to understand client goals and construct goals-based portfolios.
• Advise clients using AMG or open architecture to deliver investment strategy and due diligence.
• Present investment strategies and maintain a holistic planning approach.

Skills

Financial sales

Investment planning

Portfolio construction

Relationship management

Education

Bachelor's degree

Tools

Desktop planning tools

Research software

Job description

U.S. Bank seeks a Wealth Management Advisor in Strongsville, OH to lead investment planning and insurance product delivery for affluent clients. You will partner with the Wealth Management Team to build goals-based portfolios and deliver tailored investment strategies using AMG/open architecture.

The role requires a Bachelor’s degree, 3–5 years in financial sales, and FINRA/insurance licenses. Strong relationship management and communication skills are essential.