Wealth Connect Advisor

U.S. Bank; San Diego (CA); Hybrid; USD 92,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Disability insurance

Parental leave

Sick leave

Job summary

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

The role focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent segment and maintaining relationships with ongoing reviews, while coordinating with internal teams to meet regulatory standards and client needs.

Qualifications

• FINRA Series 7 and either Series 63/65 or Series 66 with licenses.
• Bachelor’s degree in financial services, investments, or related field.
• Strong interpersonal and communication skills are required.

Responsibilities

• Provide personalized financial education and investment guidance to clients.
• Conduct ongoing reviews and maintain client relationships.
• Collaborate with internal stakeholders to identify opportunities and ensure a consistent client experience.
• Onboard new clients to U.S. Bancorp Advisor within Emerging Affluent segment.

Skills

FINRA Series 7

Series 63/65 or Series 66

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools. They assess each client’s goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations that may include brokerage, advisory, and insurance solutions. Working in a team-based environment, the advisor builds and maintains relationships, conducts ongoing reviews, and partners with internal stakeholders to identify opportunities and deliver a consistent client experience. They are expected to communicate clearly, manage appointments efficiently, and maintain accurate documentation while adhering to all applicable laws, regulations, suitability requirements, and company policies. The Wealth Connect Advisor focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.

Required Qualifications

• FINRA Series 7 along with either Series 63 and 65 or Series 66 as well as applicable state insurance licenses
• Bachelor’s degree, background in financial services, investments, or equivalent work experience

Preferred Qualifications

• Three to five or more years of job-related experience in a financial sales position
• Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and policies and procedures
• Demonstrated sales and marketing abilities are needed as well as excellent interpersonal and communication skills
• Strong interpersonal communication skills via the telephone
• Proficient with various computer software programs including Microsoft Office and financial planning applications
• Strong communication and time management skills
• Billingual

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here.

Pay Range

$91,620.00 - 111,980.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment.

U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.

U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.