Wealth Connect Advisor

U.S. Bancorp
United States
Full timeUSD 75,600 - 92,400 annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Interpersonal skills","Relationship building","Sales and marketing","Time management"]

Provide personalized financial education and investment advice to emerging affluent clients through secure virtual meetings, phone calls, and digital planning tools. Assess goals, risk tolerance, time horizon, taxes, and financial position to create tailored recommendations using brokerage, advisory, and insurance solutions. Build and maintain client relationships, conduct ongoing reviews, and partner with internal teams to deliver a consistent client experience while meeting compliance, suitability, documentation, and licensing requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Wealth Connect Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide personalized financial education and investment advice to emerging affluent clients through secure virtual meetings, phone calls, and digital planning tools. Assess goals, risk tolerance, time horizon, taxes, and financial position to create tailored recommendations using brokerage, advisory, and insurance solutions. Build and maintain client relationships, conduct ongoing reviews, and partner with internal teams to deliver a consistent client experience while meeting compliance, suitability, documentation, and licensing requirements.
Location: United States
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Provide personalized financial education and investment advice through secure virtual meetings, phone calls, and digital planning tools.
  • •Assess client goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations.
  • •Onboard and manage relationships with clients, including ongoing reviews and maintaining accurate documentation.
  • •Partner with internal stakeholders to identify opportunities and deliver a consistent client experience.
  • •Communicate clearly, manage appointments efficiently, and adhere to all applicable laws, regulations, suitability requirements, and company policies.

Pay and Benefits

Salary: USD 75,600 - 92,400 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

  • •Must be FINRA licensed with Series 7 and 66 (or 63 and 65) and required state insurance licenses, or be able to become licensed within 180 days of start.
  • •Bachelor’s degree, or a background in financial services, investments, or equivalent work experience.
  • •Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and related policies and procedures.
  • •Demonstrated sales and marketing abilities with excellent interpersonal and communication skills.
  • •Proficient with computer software programs including Microsoft Office and financial planning applications.
Experience:Financial servicesInvestmentsMortgage bankingResidential lending
Education:Bachelor's
Skills:CommunicationInterpersonal skillsRelationship buildingSales and marketingTime management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance licenses
Tech Stack:Microsoft Office

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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