Wealth Strategy Advisor - Portfolio & Planning Lead

US Bank; Cincinnati (OH); Presencial; USD 65.000 - 80.000; Jornada completa

Descripción de la vacante

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for high-net-worth clients, coordinating with AMG and investment platforms to tailor strategies.

You will advise on portfolios, trust administration, and education funding while building strong client relationships and guiding families toward their financial goals. This role requires FINRA licenses and state insurance credentials, plus a proven sales record and strong communication skills.

Formación

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

Responsabilidades

• Facilitate delivery of investment strategies, including portfolio management and insurance.
• Construct goals-based investment portfolios tailored to client objectives.
• Advise clients using AMG or open architecture to deliver market views and research.
• Collaborate with team to understand clients' goals and build tailored plans.

Conocimientos

Relationship management

Sales experience

New business development

Educación

Bachelor's degree, or equivalent work experience

Herramientas

Desktop planning tools

Descripción del empleo

U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for high-net-worth clients, coordinating with AMG and investment platforms to tailor strategies.

You will advise on portfolios, trust administration, and education funding while building strong client relationships and guiding families toward their financial goals. This role requires FINRA licenses and state insurance credentials, plus a proven sales record and strong communication skills.