Wealth Connect Advisor: Virtual Financial Coach & Planner
U.S. Bank
U.S. Bank is seeking a Wealth Connect Advisor in Tempe, AZ to provide personalized financial education and investment guidance to clients via virtual meetings, phone, and digital planning tools. You will assess goals, risk tolerance, and tax considerations to tailor recommendations and maintain relationships. Ideal candidates hold FINRA Series 7/66 (or 63/65) licenses, state licenses, or can become licensed within 180 days, with a Bachelor's in finance or related field and experience in #J-18808-Ljbffr U.S. Bank
Vacancy posted 2 hours ago
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