Wealth Connect Advisor: Virtual Financial Coach & Planner
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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
We are looking to fill the Wealth Connect Advisor:
Virtual Financial Coach & Planner position at U.S. Bank in Tempe, AZ, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 71.000 - 86.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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