Virtual Wealth Advisor – Client Education & Planning

U.S. Bank; San Diego (CA); Hybrid; USD 92,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Disability insurance

Parental leave

Sick leave

Job summary

U.S. Bank is seeking a Wealth Connect Advisor to provide personalized financial education and investment guidance to clients through secure virtual meetings, calls, and planning tools.

The role focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent segment and maintaining relationships with ongoing reviews, while coordinating with internal teams to meet regulatory standards and client needs.

Qualifications

• FINRA Series 7 and either Series 63/65 or Series 66 with licenses.
• Bachelor’s degree in financial services, investments, or related field.
• Strong interpersonal and communication skills are required.

Responsibilities

• Provide personalized financial education and investment guidance to clients.
• Conduct ongoing reviews and maintain client relationships.
• Collaborate with internal stakeholders to identify opportunities and ensure a consistent client experience.
• Onboard new clients to U.S. Bancorp Advisor within Emerging Affluent segment.

Skills

FINRA Series 7

Series 63/65 or Series 66

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

U.S. Bank is seeking a Wealth Connect Advisor to provide personalized financial education and investment guidance to clients through secure virtual meetings, calls, and planning tools.

The role focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent segment and maintaining relationships with ongoing reviews, while coordinating with internal teams to meet regulatory standards and client needs.