Wealth Connect Advisor

U.S. Bank National Association • Hopkins, MN

14d

About The Position

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.
Who This Role Is For
Early Career Advisors
This role is a strong fit if you’re early in your advisory career and looking to:
Build confidence leading client conversations and discovery discussions
Develop investment acumen while working alongside experienced advisors
Learn how to consistently generate production and grow assets within a structured, team‑based environment
Gain exposure to a broad client base and regional partnership model
You’ll receive support through shared workflows, documented client history, and collaboration with peers while being held accountable to individual production expectations as your skills develop.
Experienced Advisors
This role is ideal if you’re an established advisor who:
Enjoys working in a team‑based model rather than managing clients in isolation
Is motivated by clear individual sales goals and asset‑growth expectations
Values shared accountability, clear expectations, and regional collaboration
Brings strong judgment to knowing when clients can self‑serve and when human guidance adds value
You’ll leverage your experience to deepen relationships, coach clients through decisions, and drive individual production results while contributing to regional growth.

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)

Nice To Haves

• Demonstrated production abilities with a results‑driven mindset
• Strong analytical skills to assess client needs
• 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
• Past experience with Salesforce
• Partially licensed candidates considered; Life, Accident & Health, LTC, and Annuity licenses required at or within six months of hire

Responsibilities

• supporting clients through discovery, education, and tailored investment recommendations
• growing new assets by deepening existing client relationships
• partnering across the region to identify and develop new opportunities
• lead client conversations and discovery discussions
• generate production and grow assets within a structured, team‑based environment
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees