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Financial Advisor Financial Consultant Wealth Management

Wealth Strategy Advisor: Tailored Portfolios

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 80200 USD Yearly USD 65000.00 80200.00 YEAR
Job Description & How to Apply Below
A major financial institution is seeking a Wealth Management Advisor in Westlake, Ohio. This role involves leading investment planning and delivering tailored financial services, including portfolio management and insurance. Candidates should have a Bachelor's degree, relevant financial licenses, and experience working with affluent clients. Strong skills in financial planning, relationship management, and communication are essential. This position offers a competitive salary of $65,000 to $80,200 annually, complemented by various employee benefits.
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