Wealth Connect Advisor

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. Working in a team-based environment, the advisor builds and maintains relationships, conducts ongoing reviews, and partners with internal stakeholders to identify opportunities and deliver a consistent client experience. They are expected to communicate clearly, manage appointments efficiently, and maintain accurate documentation while adhering to all applicable laws, regulations, suitability requirements, and company policies. The Wealth Connect Advisor focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.

Responsibilities

Provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools; Assesses 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; Works in a team-based environment to build and maintain relationships, conduct ongoing reviews, and partner with internal stakeholders to identify opportunities and deliver a consistent client experience; Communicates clearly, manages appointments efficiently, and maintains accurate documentation while adhering to all applicable laws, regulations, suitability requirements, and company policies; Focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base

Requirements

Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state insurance licenses, or have the ability to become licensed within 180 days of start; Bachelor’s degree, background in financial services, investments, or equivalent work experience

Nice to have

One to two 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 are needed as well as 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; Billingual

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; Adoption assistance; Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law; Incentive and recognition programs; Equity stock purchase 401(k) contribution and pension