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Wealth Connect Advisor at U.S. Bank - ApplyBlast

Wealth Connect Advisor

U.S. Bank

2 months ago

3.3 on Glassdoor

Cincinnati, Ohio, United States

Onsite

Full Time

Medior

0 applicants

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About this role

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 involves assessing client goals, risk tolerance, and financial situations to develop tailored brokerage, advisory, and insurance recommendations while maintaining compliance and documentation.

Responsibilities

Provide personalized financial advice via virtual meetings
Assess client goals and develop tailored investment recommendations
Build and maintain client relationships and conduct ongoing portfolio reviews

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State insurance 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.