Virtual Wealth Advisor: Personal Planning & Investments

U.S. Bank; San Diego (CA); On-site; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Sick leave

Disability insurance

Parental leave

Job summary

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

You will assess goals, risk tolerance, and tax considerations to tailor brokerage, advisory, and insurance solutions, while building client relationships and maintaining documentation in compliance with laws and policy.

Qualifications

• Bachelor’s degree in financial services, investments, or equivalent work experience.
• Strong interpersonal and communication skills; ability to engage clients.

Responsibilities

• Provide personalized financial education and investment advice to clients via secure virtual meetings, phone, and digital planning tools.
• Assess client goals, risk tolerance, time horizon, tax considerations, and current financial position to tailor recommendations.
• Build and maintain client relationships, conduct reviews, and collaborate with internal stakeholders to ensure a consistent client experience.

Skills

Interpersonal communication

Sales and marketing abilities

Strong telephone communication

Time management

Bilingual

Education

Bachelor's degree in financial services/investments or equivalent

Tools

Microsoft Office

Financial planning applications

Job description

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

You will assess goals, risk tolerance, and tax considerations to tailor brokerage, advisory, and insurance solutions, while building client relationships and maintaining documentation in compliance with laws and policy.