Virtual Wealth Advisor: Personal Financial Planning

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

Paid holidays

401(k) plan

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment advice through virtual meetings, calls, and planning tools. The role evaluates goals, risk tolerance, and tax considerations to tailor brokerage, advisory, and insurance solutions.

In a team setting, you will onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent base, conduct reviews, and partner with internal stakeholders while adhering to laws and policies.

Qualifications

• FINRA licenses (Series 7, 66; or 63/65) and required state insurance licenses, or ability to obtain within 180 days.
• Bachelor’s degree, background in financial services, investments, or equivalent work experience.

Responsibilities

• Provide personalized financial education and investment advice via secure meetings, calls, and digital tools.
• Assess client goals, risk tolerance, and tax considerations to develop tailored recommendations.
• Build and maintain client relationships and conduct ongoing reviews with internal stakeholders.
• Communicate clearly, manage appointments efficiently, and maintain accurate documentation.
• Onboard new clients to U.S. Bancorp Advisor within Emerging Affluent segment.

Skills

Interpersonal communication

Communication skills

Bilingual

Education

Bachelor's degree

FINRA Series 7/66 licenses or ability to obtain within 180 days

Tools

Microsoft Office

Financial planning software

Job description

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment advice through virtual meetings, calls, and planning tools. The role evaluates goals, risk tolerance, and tax considerations to tailor brokerage, advisory, and insurance solutions.

In a team setting, you will onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent base, conduct reviews, and partner with internal stakeholders while adhering to laws and policies.