Wealth Strategy Advisor: Build Bespoke Portfolios

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Advisor role focuses on investment planning, portfolio construction, and delivering tailored investment and insurance solutions for high-net-worth clients.

You will partner with the team to understand clients’ goals, build goals-based portfolios, and present strategies based on AMG or open-architecture platforms. The position requires a Bachelor's degree or equivalent, 3–5 years in financial sales, and appropriate FINRA/state licenses.

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 delivery of investment planning, portfolio management and insurance services.
• Advise clients using AMG or open architecture to tailor investment strategies and portfolios.

Skills

Financial sales experience

Licensing

Client advisory

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank’s Wealth Management Advisor role focuses on investment planning, portfolio construction, and delivering tailored investment and insurance solutions for high-net-worth clients.

You will partner with the team to understand clients’ goals, build goals-based portfolios, and present strategies based on AMG or open-architecture platforms. The position requires a Bachelor's degree or equivalent, 3–5 years in financial sales, and appropriate FINRA/state licenses.