Wealth Connect Advisor

Wealth Connect Advisor

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

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. You'll work with clients who typically have $25,000 to $250,000 in investable assets, supporting them through discovery, education, and tailored investment recommendations.

This role operates within a team-based advisory model, where client relationships are supported collectively rather than owned by a single advisor. Advisors collaborate closely to deliver a consistent, connected client experience. Within this collaborative structure, the role also carries a clear individual production expectation. Each Wealth Connect Advisor is personally accountable for growing new assets by deepening existing client relationships and partnering across the region to identify and develop new opportunities.

Early Career Advisors

This role is a strong fit if you're early in your advisory career and looking to:

• Build confidence leading client conversations and discovery discussions
• Develop investment acumen while working alongside experienced advisors
• Learn how to consistently generate production and grow assets within a structured, team-based environment
• Gain exposure to a broad client base and regional partnership model

You'll receive support through shared workflows, documented client history, and collaboration with peers while being held accountable to individual production expectations as your skills develop.

Experienced Advisors

This role is ideal if you're an established advisor who:

• Enjoys working in a team-based model rather than managing clients in isolation
• Is motivated by clear individual sales goals and asset-growth expectations
• Values shared accountability, clear expectations, and regional collaboration
• Brings strong judgment to knowing when clients can self-serve and when human guidance adds value

You'll leverage your experience to deepen relationships, coach clients through decisions, and drive individual production results while contributing to regional growth.

Basic Qualifications

• Bachelor's degree, background in financial services, investments, or equivalent work experience
• Minimum of one to two years of job-related experience in financial sales preferred
• FINRA Series 7 along with either Series 63 and 65 or Series 66 (partially licensed applicants may be considered)

Preferred Skills

• Demonstrated production abilities with a results-driven mindset
• Strong analytical skills to assess client needs
• Proficient computer navigation skills using Microsoft Office and related tools
• Ability to manage multiple tasks and deadlines while maintaining consistent production activity
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal, and written communication skills
• Past experience with Salesforce
• Partially licensed candidates considered; Life, Accident & Health, LTC, and Annuity licenses required at or within six months of hire

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.