Wealth Connect Advisor

U.S. Bank

Base: $71,400.00 - $84,000.00; bonus/equity: not s...
Personalized investment recommendations
Team-based advisory model
Client relationship management
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

Job Summary

  • 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.
  • This role operates within a team-based advisory model, where client relationships are supported collectively rather than owned by a single advisor.
  • U.S. Bank offers a comprehensive benefits package, including healthcare, retirement plans, and paid vacation.

Matching Summary

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.

Salary

Base: $71,400.00 - $84,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Personalized investment recommendations
  • Team-based advisory model
  • Client relationship management

Nice-to-have

  • Strong analytical skills
  • Excellent communication skills
  • Experience with Salesforce

Key Requirements

  • Bachelor’s degree in financial services
  • Minimum of one to two years of financial sales experience
  • FINRA Series 7 and either Series 63 and 65 or Series 66

Work Rights

Not specified

Tailored Resume

Cover Letter