Wealth Connect Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

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

You will assess goals, risk tolerance, time horizon, tax factors, and financial position to tailor recommendations across brokerage, advisory, and insurance solutions. In a team-based environment, you will build client relationships, conduct reviews, document activities accurately, and stay compliant with laws and

Qualifications

• Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state insurance licenses, or be able to become licensed within 180 days of start.
• Bachelor's degree, background in financial services, investments, or equivalent work experience.
• 1–2 years of job-related experience in a financial sales position (preferred).
• Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and policies and procedures (preferred).
• Demonstrated sales and marketing abilities with excellent interpersonal and communication skills (preferred).
• Strong interpersonal communication skills via the telephone (preferred).
• Proficient with Microsoft Office and financial planning applications (preferred).
• Strong communication and time management skills (preferred).
• Bilingual (preferred).

Responsibilities

• Provide personalized financial education and investment advice to clients through virtual meetings, phone calls, and digital planning tools.
• Assess client goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations (brokerage, advisory, and insurance).
• Build and maintain relationships; conduct ongoing reviews; partner with internal stakeholders to deliver a consistent client experience.
• Communicate clearly, manage appointments efficiently, and maintain accurate documentation while adhering to laws, regulations, and company policies.
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.

Skills

FINRA licensing

State licenses

Sales aptitude

Interpersonal communication

Education

Bachelor's degree in finance/financial services

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

• 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

Preferred Qualifications

• One to two 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
• Bilingual

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.

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. Our benefits include the following:

• 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.

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 E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,560.00 - 86,240.00

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.