Wealth Connect Advisor
$80,280–$98,120 year
On-siteCincinnati, Ohio, United States
Job Summary
Conduct personalized financial education and investment advice to clients via secure virtual meetings, phone calls, and digital planning tools. Assess client goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations including brokerage, advisory, and insurance solutions. Focus on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base. Build and maintain relationships, conduct ongoing reviews, and partner with internal stakeholders to identify opportunities and deliver a consistent client experience. Manage appointments efficiently, communicate clearly, and maintain accurate documentation while adhering to all applicable laws, regulations, suitability requirements, and company policies.
Required Qualifications
- FINRA Series 7
- Series 63
- Series 65
- Series 66
- applicable state insurance licenses
- Bachelor's degree
- background in financial services
- investments
- equivalent work experience
Desired Qualifications
- Three to five or more years of job-related experience in a financial sales position
- Thorough understanding of residential mortgage banking
- credit analysis and approval techniques
- policies and procedures
- Demonstrated sales and marketing abilities
- excellent interpersonal and communication skills
- Strong interpersonal communication skills via the telephone
- Proficient with various computer software programs including Microsoft Office
- financial planning applications
- Strong communication and time management skills
- Bilingual
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