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Virtual Wealth Advisor — Personal Financial Strategy

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 71000 - 86000 USD Yearly USD 71000.00 86000.00 YEAR
Job Description & How to Apply Below

U.S. Bank is seeking a Wealth Connect Advisor to deliver personalized financial education and investment advice to clients via secure virtual meetings, calls, and digital tools. You will assess goals, risk tolerance, and tax considerations to tailor recommendations across brokerage, advisory, and insurance solutions.

The role emphasizes onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent base, maintaining relationships, and ensuring compliant documentation and clear

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