Wealth Management Advisor

U.S. Bank

Columbus, OH, United States
Base: $65,000 - $80,200; bonus/equity: not specifi...
Investment planning and insurance products
Portfolio management skills
Client relationship management
At U.S. Bank, we’re on a journey to do our best

Job Summary

  • At U.S. Bank, we’re on a journey to do our best.
  • The Wealth Management Advisor is responsible for facilitating the delivery of strategies and capabilities.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

At U.S. Bank, we’re on a journey to do our best.

Salary

Base: $65,000 - $80,200; Bonus/Equity: Not specified; Benefits: Healthcare, 401(k), paid vacation

Skills & Requirements

Must-have

  • Investment planning and insurance products
  • Portfolio management skills
  • Client relationship management

Nice-to-have

  • Strong analytical and problem-solving skills
  • Excellent communication skills
  • Holistic approach to planning

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three to five years in financial sales
  • FINRA Series 7, 63, 65 or 66 license

Work Rights

Not specified

Tailored Resume

Cover Letter