Wealth Management Advisor

U.S. Bank

New Albany, OH, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Investment planning expertise
Client relationship management
Financial sales experience
The Wealth Management Advisor position is the investment planning lead on the Wealth Management Team

Job Summary

  • The Wealth Management Advisor position is the investment planning lead on the Wealth Management Team.
  • WMAs partner with clients to construct appropriate goals-based investment portfolios.
  • U.S. Bank offers a comprehensive benefits package designed to support team members' health and financial security.

Matching Summary

The Wealth Management Advisor position is the investment planning lead on the Wealth Management Team.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Comprehensive healthcare, retirement plan, paid vacation

Skills & Requirements

Must-have

  • Investment planning expertise
  • Client relationship management
  • Financial sales experience

Nice-to-have

  • Strong analytical skills
  • Excellent communication skills
  • Holistic planning approach

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-5 years in financial sales
  • FINRA Series 7, 63, 65 or 66 license

Work Rights

Not specified

Tailored Resume

Cover Letter