Virtual Wealth Advisor: Personal Finance & Investments

U.S. Bank; Hopkins (MN); On-site; USD 76,000 - 92,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability leave

Parental leave

Retirement plan (401k)

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

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

The role emphasizes assessing goals, risk, and tax considerations to tailor brokerage, advisory, and insurance solutions. The advisor will build relationships, conduct ongoing reviews, and partner with internal teams to ensure a seamless client experience while maintaining compliance with laws and company

Qualifications

• Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state insurance licenses or ability to become licensed within 180 days
• Bachelor's degree or equivalent in financial services, investments, or related experience

Responsibilities

• Provide personalized financial education and investment advice to clients via secure virtual meetings, phone calls, and digital planning tools
• Assess clients' goals, risk tolerance, time horizon, tax considerations, and financial position to tailor recommendations
• Build and maintain client relationships, conduct ongoing reviews, and coordinate with internal stakeholders for a consistent client experience
• Ensure clear communication, efficient appointment management, and documentation while adhering to laws and company policies
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base

Skills

FINRA licenses

Client education

Investment advice

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

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

The role emphasizes assessing goals, risk, and tax considerations to tailor brokerage, advisory, and insurance solutions. The advisor will build relationships, conduct ongoing reviews, and partner with internal teams to ensure a seamless client experience while maintaining compliance with laws and company