Wealth Strategy Advisor - Portfolio & Planning Lead

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Disability protection

Job summary

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You will work with AMG or U.S. Bancorp Investment architecture to deliver tailored portfolios, research and due diligence, and comprehensive wealth solutions aligned with client goals.

Required are 3–5 years in financial sales, a Bachelor's degree, and FINRA licenses with a state insurance license. Strong communication and relationship skills are essential.

Qualifications

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

Responsibilities

• Lead delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
• Partner with the team to understand client goals and construct goals-based portfolios.
• Present investment strategies and manage relationships with clients.

Skills

Financial services sales experience

Client relationship management

Communication skills

Analytical skills

Planning tools proficiency

Education

Bachelor's degree or equivalent

Tools

FINRA licenses 7/63/65/66

State insurance license

Desktop planning tools

Job description

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You will work with AMG or U.S. Bancorp Investment architecture to deliver tailored portfolios, research and due diligence, and comprehensive wealth solutions aligned with client goals.

Required are 3–5 years in financial sales, a Bachelor's degree, and FINRA licenses with a state insurance license. Strong communication and relationship skills are essential.