Wealth Connect Advisor

U.S. Bank•Cincinnati, OH

3d•$66,640 - $78,400•Hybrid

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)
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

Nice To Haves

Early Career Advisors looking to build confidence leading client conversations and discovery discussions.
Early Career Advisors looking to develop investment acumen while working alongside experienced advisors.
Early Career Advisors looking to learn how to consistently generate production and grow assets within a structured, team‑based environment.
Early Career Advisors looking to gain exposure to a broad client base and regional partnership model.
Experienced Advisors who enjoy working in a team‑based model rather than managing clients in isolation.
Experienced Advisors who are motivated by clear individual sales goals and asset‑growth expectations.
Experienced Advisors who value shared accountability, clear expectations, and regional collaboration.
Experienced Advisors who bring strong judgment to knowing when clients can self‑serve and when human guidance adds value.

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.
Operate within a team‑based advisory model, where client relationships are supported collectively rather than owned by a single advisor.
Collaborate closely 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
401(k) contribution and pension