Virtual Wealth Advisor — Personal Investment Guidance

U.S. Bank; United States; Remote; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare

Basic term life insurance

Short-term and long-term disability

Parental leave / pregnancy disability

Job summary

U.S. Bank’s Wealth Connect Advisor role delivers personalized financial education and investment guidance to clients through virtual meetings, calls, and digital planning tools. You assess goals, risk tolerance, and tax considerations to tailor recommendations while maintaining compliant documentation and ongoing client reviews.

You will build relationships, collaborate with internal partners, and onboard new clients within the Emerging Affluent segment in a fast-paced, team-based environment.

Qualifications

• Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state licenses, or have the ability to become licensed within 180 days of start
• Bachelor’s degree in financial services, investments, or equivalent work 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 current financial position to develop tailored recommendations.
• Build and maintain relationships, conduct ongoing reviews, and partner with internal stakeholders to deliver a consistent client experience.
• Communicate clearly, manage appointments efficiently, and maintain accurate documentation while adhering to laws and company policies.
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.

Skills

FINRA licensing readiness

Client service skills

Communication skills

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Office

Financial planning software

Job description

U.S. Bank’s Wealth Connect Advisor role delivers personalized financial education and investment guidance to clients through virtual meetings, calls, and digital planning tools. You assess goals, risk tolerance, and tax considerations to tailor recommendations while maintaining compliant documentation and ongoing client reviews.

You will build relationships, collaborate with internal partners, and onboard new clients within the Emerging Affluent segment in a fast-paced, team-based environment.