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.Job DescriptionAs 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.Who This Role Is ForEarly Career AdvisorsThis role is a strong fit if you’re early in your advisory career and looking to:Build confidence leading client conversations and discovery discussionsDevelop investment acumen while working alongside experienced advisorsLearn how to consistently generate production and grow assets within a structured, team‑based environmentGain exposure to a broad client base and regional partnership modelYou’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 AdvisorsThis role is ideal if you’re an established advisor who:Enjoys working in a team‑based model rather than managing clients in isolationIs motivated by clear individual sales goals and asset‑growth expectationsValues shared accountability, clear expectations, and regional collaborationBrings strong judgment to knowing when clients can self‑serve and when human guidance adds valueYou’ll leverage your experience to deepen relationships, coach clients through decisions, and drive individual production results while contributing to regional growth.Basic QualificationsBachelor’s degree, background in financial services, investments, or equivalent work experienceMinimum of one to two years of job‑related experience in financial sales preferredFINRA Series 7 along with either Series 63 and 65 or Series 66 (partially licensed applicants may be considered)Preferred SkillsDemonstrated production abilities with a results‑driven mindsetStrong analytical skills to assess client needsProficient computer navigation skills using Microsoft Office and related toolsAbility to manage multiple tasks and deadlines while maintaining consistent production activityWell‑developed analytical and problem‑solving skillsExcellent interpersonal, verbal, and written communication skillsPast experience with SalesforcePartially licensed candidates considered; Life, Accident & Health, LTC, and Annuity licenses required at or within six months of hireIf 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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview 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.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.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: $75,600.00 - 92,400.00U.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.Job SummaryJob number: 2026-0020845Date posted : 2026-07-16Profession: Sales & Relationship ManagementEmployment type: Full time