Strategic Wealth Advisor — Portfolio & Planning
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank’s Wealth Management Advisor (WMA) leads investment planning and insurance products within the Wealth Management Team. The WMA delivers strategies including portfolio management, trust administration, investment advisory, and tailored insurance services.
They partner with the team to understand clients’ goals and build goals-based investment portfolios. The role requires substantial knowledge of financial planning, securities, and private banking products, with emphasis on client
We are seeking a motivated Strategic Wealth Advisor — Portfolio & Planning to join US Bank in Strongsville, OH, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Strongsville, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 80.000.
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