Wealth Strategy Advisor - Portfolio & Planning Lead
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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.
We are currently recruiting a Wealth Strategy Advisor
- Portfolio & Planning Lead for our team in Cincinnati, OH, United States.
This posting is for the Wealth Strategy Advisor
- Portfolio & Planning Lead role at U.S. Bank, based in Cincinnati, OH, United States.
We are looking to fill the Wealth Strategy Advisor
- Portfolio & Planning Lead position at U.S. Bank in Cincinnati, OH, United States.
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