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Wealth Connect Advisor at U.S. Bank - ApplyBlast

Wealth Connect Advisor

U.S. Bank

4 months ago

3.3 on Glassdoor

Cincinnati, OH

Onsite

Full Time

Intern

0 applicants

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About this role

A Wealth Connect Advisor at U.S. Bank provides personalized, advice-driven financial guidance to clients with investable assets ranging from $25,000 to $250,000. Working within a collaborative team model, the role focuses on driving individual asset growth by deepening client relationships and tailoring investment recommendations. Early-career and established advisors alike are encouraged to develop investment acumen while leveraging shared workflows and regional partnerships.

Responsibilities

Conduct personalized discovery discussions to assess client investment needs
Develop tailored investment recommendations for long-term financial well-being
Drive individual production growth by deepening existing client relationships
Collaborate within a team-based advisory model to ensure consistent client experience
Analyze client financial situations to determine appropriate self-service versus guided support

Skills

Qualifications

Bachelor's degree in financial services or related fieldFINRA Series 7 licenseFINRA Series 63, 65, or 66 licenseLife, Accident & Health licenseLong-Term Care (LTC) license

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.