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Wealth Advisor - Strategic Planning & Client Growth
Job in
Rocky River, Cuyahoga County, Ohio, 44116, USA
Listed on 2026-08-22
Listing for:
Us Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products on the Wealth Management Team. You will help clients build tailored portfolios, leveraging AMG or open architecture, and deliver research, strategy and portfolio construction to meet goals.
Ideal candidates have a Bachelor's degree, 3–5 years in financial sales, and FINRA/insurance licenses with strong relationship and communication skills.
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