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Digital Wealth Advisor
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-08-06
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
U.S. Bank in Cincinnati, OH is seeking a Wealth Connect Advisor to provide personalized financial education and investment advice through secure virtual meetings, phone calls, and digital planning tools. The role focuses on onboarding new clients to U.S.
Bancorp Advisor within the Emerging Affluent client base. You will assess clients' goals, risk tolerance, and tax considerations to tailor recommendations, coordinating with internal teams to deliver a seamless client experience and compliant
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