Virtual Wealth Advisor

U.S. Bank; Tempe (AZ); On-site; USD 71,000 - 86,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Disability insurance

Adoption assistance

Job summary

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment advice through secure virtual meetings, calls, and digital planning tools.

You will assess clients’ goals, risk, time horizon, tax considerations, and current financial position to develop tailored recommendations for brokerage, advisory, and insurance solutions. Working in a team-based environment, you will build and maintain relationships, conduct ongoing reviews, and partner with internal

Qualifications

• 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

Responsibilities

• Provide personalized financial education and investment advice to clients via secure virtual meetings, phone, and digital planning tools
• Assess goals, risk tolerance, time horizon, tax considerations, and current financial position to tailor recommendations
• Build and maintain client relationships, conduct ongoing reviews, and partner with internal stakeholders
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base

Skills

Customer service

Sales ability

Interpersonal communication

Bilingual

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Financial planning applications

Job description

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment advice through secure virtual meetings, calls, and digital planning tools.

You will assess clients’ goals, risk, time horizon, tax considerations, and current financial position to develop tailored recommendations for brokerage, advisory, and insurance solutions. Working in a team-based environment, you will build and maintain relationships, conduct ongoing reviews, and partner with internal