Wealth Connect Advisor

U.S. Bank • Cincinnati, OH

3d • $80,280 - $98,120

About The Position

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.

Requirements

• FINRA Series 7
• Either Series 63 and 65 or Series 66
• Applicable state insurance licenses
• Bachelor’s degree, background in financial services, investments, or equivalent work experience

Nice To Haves

• 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
• 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

Responsibilities

• Provide personalized financial education and investment advice to clients through secure 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.
• Develop recommendations that may include brokerage, advisory, and insurance solutions.
• Build and maintain relationships in a team-based environment.
• Conduct ongoing client reviews.
• Partner with internal stakeholders to identify opportunities and deliver a consistent client experience.
• Communicate clearly, manage appointments efficiently, and maintain accurate documentation.
• Adhere to all applicable laws, regulations, suitability requirements, and company policies.
• Onboard new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level