U.S. Bank
The Wealth Connect Advisor provides personalized financial education and investment advice to emerging affluent clients through virtual meetings, phone calls, and digital planning tools. The role focuses on onboarding new clients, building relationships, conducting ongoing reviews, and collaborating with internal stakeholders to deliver a consistent client experience while adhering to regulatory and company policies.
Headquarters
Minneapolis, Minnesota, United States
Company Size
10001+ employees
Founded
1863
Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for U.S. Bank.
Right around the average for this role
U.S. Bank Adds Industry Veterans to Its Payments: Merchant and Institutional Leadership Team
1 month ago