Wealth Connect Advisor
About The Position
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. As a Wealth Connect Advisor, you’ll help clients take confident steps toward investing and long‑term financial well‑being through personalized, advice‑driven conversations. You’ll work with clients who typically have $25,000 to $250,000 in investable assets, supporting them through discovery, education, and tailored investment recommendations. This role operates within a team‑based advisory model, where client relationships are supported collectively rather than owned by a single advisor. Advisors collaborate closely to deliver a consistent, connected client experience. Within this collaborative structure, the role also carries a clear individual production expectation. Each Wealth Connect Advisor is personally accountable for growing new assets by deepening existing client relationships and partnering across the region to identify and develop new opportunities.
Requirements
- Bachelor’s degree, background in financial services, investments, or equivalent work experience
- Minimum of one to two years of job‑related experience in financial sales preferred
- FINRA Series 7 along with either Series 63 and 65 or Series 66 (partially licensed applicants may be considered)
- Proficient computer navigation skills using Microsoft Office and related tools
- Ability to manage multiple tasks and deadlines while maintaining consistent production activity
- Well‑developed analytical and problem‑solving skills
- Excellent interpersonal, verbal, and written communication skills
- Partially licensed candidates considered; Life, Accident & Health, LTC, and Annuity licenses required at or within six months of hire
- 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.
Nice To Haves
- Demonstrated production abilities with a results‑driven mindset
- Strong analytical skills to assess client needs
- Past experience with Salesforce
Responsibilities
- Help clients take confident steps toward investing and long‑term financial well‑being through personalized, advice‑driven conversations.
- Work with clients who typically have $25,000 to $250,000 in investable assets, supporting them through discovery, education, and tailored investment recommendations.
- Collaborate closely with team members to deliver a consistent, connected client experience.
- Be personally accountable for growing new assets by deepening existing client relationships.
- Partner across the region to identify and develop new opportunities.
- Lead client conversations and discovery discussions.
- Develop investment acumen while working alongside experienced advisors.
- Consistently generate production and grow assets within a structured, team‑based environment.
- Gain exposure to a broad client base and regional partnership model.
- Leverage experience to deepen relationships, coach clients through decisions, and drive individual production results while contributing to regional growth.
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
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
