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Strategic Wealth Advisor Affluent Clients
Job in
Seven Hills, Cuyahoga County, Ohio, USA
Listed on 2026-03-01
Listing for:
U.S. Bank
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
A financial services company seeks a Wealth Management Advisor in Seven Hills, OH, to lead in investment planning and advisory. The role involves constructing tailored investment portfolios to meet clients' unique goals. Ideal candidates will have a bachelor's degree, relevant licenses, and 3-5 years of experience in financial sales, especially with affluent clients. Strong communication and analytical skills are essential, as well as knowledge of financial products and relationship management.
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