Wealth Connect Advisor

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 75,600 - 92,400Function: SalesExperience: 1-2 yearsEducation: bachelorsSkills: ["Interpersonal communication","Verbal communication","Written communication","Analytical thinking","Problem-solving"]

Deliver personalized, advice-driven investment conversations to clients with $25,000–$250,000 in investable assets, guiding them through discovery, education, and tailored recommendations. Operate in a team-based advisory model with shared workflows and client history, while owning individual production expectations. Grow new assets by deepening existing relationships and partnering regionally to identify and develop new opportunities.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Wealth Connect Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Deliver personalized, advice-driven investment conversations to clients with $25,000–$250,000 in investable assets, guiding them through discovery, education, and tailored recommendations. Operate in a team-based advisory model with shared workflows and client history, while owning individual production expectations. Grow new assets by deepening existing relationships and partnering regionally to identify and develop new opportunities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Lead personalized investment conversations that support clients’ long-term financial well-being.
  • •Support clients through discovery, education, and tailored investment recommendations.
  • •Collaborate in a team-based advisory model to deliver a consistent client experience.
  • •Deepen existing client relationships and grow new assets through individualized production expectations.
  • •Partner across the region to identify and develop new investment opportunities.

Pay and Benefits

Salary: USD 75,600 - 92,400
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree with a background in financial services, investments, or equivalent work experience.
  • •Minimum one to two years of job-related experience in financial sales (preferred).
  • •FINRA Series 7 and either Series 63 and 65 or Series 66 (partially licensed applicants may be considered).
  • •Hold Life, Accident & Health, LTC, and Annuity licenses at or within six months of hire (for partially licensed candidates).
  • •Proficient computer navigation skills using Microsoft Office and related tools.
Experience:1-2 years
Education:Bachelor's
Skills:Interpersonal communicationVerbal communicationWritten communicationAnalytical thinkingProblem-solving
Licenses:LifeAccident & HealthLTCAnnuity
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Tech Stack:Microsoft OfficeSalesforce

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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