Wealth Management Advisor-Miamisburg,OH
U.S. Bancorp
Ohio
Workplace: OnsiteFull timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Relationship management","Sales","New business development","Analytical problem-solving","Interpersonal communication"]Lead investment planning and deliver tailored investment and insurance strategies for clients and families. You’ll manage portfolio construction, trust administration, and investment advisory, partnering with the Wealth Management team to understand client goals and recommend appropriate goals-based portfolios. Advise using asset management and open-architecture offerings, including market and economic views, manager/fund/security research, and due diligence—while supporting relationship development and new business growth.
