Wealth Strategy Advisor: Tailored Portfolios

U.S. Bank; Seven Hills (OH); On-site; USD 65,000 - 80,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick and Safe Leave

Job summary

A prominent financial institution is seeking a Wealth Management Advisor in Seven Hills, Ohio. This role involves leading investment planning and delivering tailored strategies to clients and families based on their unique goals. The ideal candidate will have a Bachelor's degree, relevant financial sales experience, and required licenses. The position offers a competitive salary and comprehensive benefits, including healthcare, retirement plans, and paid leave.

Qualifications

• 3-5 years of experience in financial sales, preferably with affluent clients.
• FINRA Series 7, 63, 65 or 66 license and state insurance license.
• Knowledge of investment and insurance products.

Responsibilities

• Lead investment planning and strategy delivery to clients.
• Construct goals-based investment portfolios for clients.
• Advise clients using U.S. Bank's Asset Management Group.

Skills

Financial planning knowledge

Relationship management

Analytical skills

Sales development

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Desktop planning tools

Job description

A prominent financial institution is seeking a Wealth Management Advisor in Seven Hills, Ohio. This role involves leading investment planning and delivering tailored strategies to clients and families based on their unique goals. The ideal candidate will have a Bachelor's degree, relevant financial sales experience, and required licenses. The position offers a competitive salary and comprehensive benefits, including healthcare, retirement plans, and paid leave.