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Wealth Management Advisor: Strategic Planning & Investments
Job in
Centerville, Montgomery County, Ohio, USA
Listed on 2026-06-02
Listing for:
Us Bank
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
U.S. Bank is looking for a Wealth Management Advisor in Centerville, Ohio, to lead investment planning and insurance product strategies on the Wealth Management Team. This position focuses on understanding clients' financial goals and providing tailored investment management and insurance services.
The ideal candidate will have a bachelor’s degree, FINRA licenses, and three to five years of experience in financial sales. Benefits include healthcare, 401(k), and paid vacation up to five weeks.
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