Wealth Connect Advisor

U.S. Bancorp
Cincinnati
Workplace: OnsiteFull timeUSD 80,280 - 98,120 annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Sales","Interpersonal skills","Time management","Relationship building"]

Provide personalized financial education and investment advice to Emerging Affluent clients through secure virtual meetings, phone calls, and digital planning tools. Assess client goals, risk tolerance, time horizon, taxes, and financial position to create tailored recommendations spanning brokerage, advisory, and insurance solutions. Onboard new clients, build and maintain relationships, conduct ongoing reviews, and partner with internal stakeholders to deliver a consistent client experience while meeting regulatory and suitability requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Wealth Connect Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide personalized financial education and investment advice to Emerging Affluent clients through secure virtual meetings, phone calls, and digital planning tools. Assess client goals, risk tolerance, time horizon, taxes, and financial position to create tailored recommendations spanning brokerage, advisory, and insurance solutions. Onboard new clients, build and maintain relationships, conduct ongoing reviews, and partner with internal stakeholders to deliver a consistent client experience while meeting regulatory and suitability requirements.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide personalized financial education and investment advice to clients 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 new clients within the Emerging Affluent client base and maintain ongoing client relationships through reviews.
  • •Partner with internal stakeholders to identify opportunities and deliver a consistent client experience.
  • •Communicate clearly, manage appointments efficiently, maintain accurate documentation, and comply with laws, regulations, and suitability requirements.

Pay and Benefits

Salary: USD 80,280 - 98,120 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

  • •FINRA Series 7 along with either Series 63 and 65 or Series 66, as well as applicable state insurance licenses.
  • •Bachelor’s degree, or background in financial services/investments, or equivalent work experience.
  • •3 to 5 or more years of job-related experience in a financial sales position.
  • •Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and related policies and procedures.
  • •Proficient with computer software including Microsoft Office and financial planning applications.
Experience:Financial servicesFinancial salesInvestmentsMortgage banking
Education:Bachelor's
Skills:CommunicationSalesInterpersonal skillsTime managementRelationship building
Licenses:State insurance licenses
Certifications:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Tech Stack:Microsoft OfficeFinancial planning applications

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
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Glassdoor: 3.8
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