Wealth Connect Advisor

About the role

The Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools. They assess each client’s goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations that may include brokerage, advisory, and insurance solutions.

Responsibilities

• Assess client goals, risk tolerance, time horizon, tax considerations, and current financial position
• Develop tailored recommendations for brokerage, advisory, and insurance solutions
• Conduct ongoing reviews and partner with internal stakeholders to identify opportunities and deliver a consistent client experience
• Communicate clearly, manage appointments efficiently, and maintain accurate documentation
• Work in a team-based environment to build and maintain relationships with clients
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base

Requirements

• FINRA Series 7 along with either Series 63 and 65 or Series 66 as well as applicable state insurance licenses
• Bachelor’s degree, background in financial services, investments, or equivalent work experience
• Three to five or more years of job-related experience in a financial sales position
• Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and policies and procedures
• Demonstrated sales and marketing abilities
• Excellent interpersonal and communication skills
• Strong interpersonal communication skills via the telephone
• Proficient with various computer software programs including Microsoft Office and financial planning applications
• Strong communication and time management skills

Preferred Qualifications

• Three to five or more years of job-related experience in a financial sales position
• Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and policies and procedures
• Demonstrated sales and marketing abilities
• Excellent interpersonal and communication skills
• Strong interpersonal communication skills via the telephone
• Proficient with various computer software programs including Microsoft Office and financial planning applications
• Strong communication and time management skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$91,620.00 - 111,980.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.