Virtual Wealth Planner & Advisor

U.S. Bank; Oregon; Hybrid; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability insurance (short/long term)

Parental leave

401(k) and employer match

Paid vacation and holidays

Adoption assistance

Job summary

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment guidance via virtual meetings, calls, and digital planning tools.

You will evaluate client goals, risk tolerance, and tax considerations to craft tailored recommendations in a team-driven environment. Responsibilities include building client relationships, conducting reviews, coordinating with internal teams, and maintaining compliant documentation and scheduling.

Qualifications

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

Responsibilities

• Provide personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools.
• Assess each client's goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations.
• Build and maintain client 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.

Skills

FINRA Series 7

FINRA Series 66

State insurance licenses

Licensing within 180 days

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Financial planning software

Job description

U.S. Bank seeks a Wealth Connect Advisor to provide personalized financial education and investment guidance via virtual meetings, calls, and digital planning tools.

You will evaluate client goals, risk tolerance, and tax considerations to craft tailored recommendations in a team-driven environment. Responsibilities include building client relationships, conducting reviews, coordinating with internal teams, and maintaining compliant documentation and scheduling.