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Wealth Connect Advisor at U.S. Bank - ApplyBlast

Wealth Connect Advisor

U.S. Bank

3 months ago

3.3 on Glassdoor

Hopkins, MN

Onsite

Full Time

Junior

0 applicants

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About this role

As a Wealth Connect Advisor, you will provide personalized, advice-driven investment solutions to clients with $25,000 to $250,000 in assets. Working within a collaborative team model, you will be accountable for growing new assets through deepening client relationships and identifying regional opportunities. This role suits both early-career professionals seeking mentorship and experienced advisors looking for a structured, team-based sales environment.

Responsibilities

Deliver personalized investment recommendations to clients
Grow assets by deepening existing client relationships
Collaborate with peers to identify new market opportunities
Coach clients through informed financial decisions
Achieve individual production and sales goals

Skills

Qualifications

Bachelor's degreeFINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 or Series 66 LicenseLife 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.