Wealth Connect Advisor

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* We only use cookies that are strictly necessary to allow operation of our website.*#Wealth Connect Advisor page is loaded## Wealth Connect Advisor Apply locations:
Hopkins, MNposted on:
Posted Yesterday time left to apply:
End Date:
July 31, 2026 (30+ days left to apply) job requisition :
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 Description
** 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.
** Who This Role Is For
**** 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…