Wealth Management Specialist

U.S. Bank is hiring a Wealth Management Specialist in Bowling Green, KY. The role involves working with affluent clients to assess financial needs, develop personalized investment plans, and manage portfolios. Key responsibilities include client meetings, determining suitable financial products, delivering customized strategies, and collaborating with other financial teams. This is a full-time position with no degree requirement.
About This Role
We're currently seeking an experienced Financial Planning Expert to join our Wealth Management team. In this position, you'll work closely with affluent clients to understand their unique financial objectives, develop personalized investment plans, and provide ongoing portfolio management and advisory services.

Key Responsibilities:
• Meet with clients to collect financial information, conduct discovery, and assess investment needs
• Determine suitable financial products and services based on client circumstances
• Facilitate delivery of customized investment strategies and capabilities
• Provide economic and market views, investment research, and due diligence
• Construct portfolios tailored to each client's unique situation
• Partner with other financial services teams within U.S. Bank as needed