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Wealth Management Advisor: Build Custom Portfolios
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-08-21
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-21
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 services within our Wealth Management Team.
You will help clients and families set goals-based strategies and deliver tailored portfolios that align with their financial objectives. The role requires strong knowledge in financial planning, applicable FINRA licenses, and a state insurance license, along with 3–5 years of financial sales experience.
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