Elavon Inc.
Wealth Connect Advisor - Hopkins, MN
Hopkins, MN
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Green-card filing pattern in this occupation
Green-card follow-through: 50%
Files H-1B transfers
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About the role
- The Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools.
- The Wealth Connect Advisor focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.
Responsibilities
- They assess each client's goals, risk tolerance, time horizon, tax considerations, and current financial position to develop tailored recommendations that may include brokerage, advisory, and insurance solutions.
- Working in a team-based environment, the advisor builds and maintains relationships, conducts ongoing reviews, and partners with internal stakeholders to identify opportunities and deliver a consistent client experience.
- They are expected to communicate clearly, manage appointments efficiently, and maintain accurate documentation while adhering to all applicable laws, regulations, suitability requirements, and company policies.
Requirements
- Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state insurance licenses, or have the ability to become licensed within 180 days of start
- Bachelor's degree, background in financial services, investments, or equivalent work experience
- 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.
Nice to have
- One to two or more years of job-related experience in a financial sales position
- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and policies and procedures
- Demonstrated sales and marketing abilities are needed as well as excellent interpersonal and communication skills
- Strong interpersonal communication skills via the telephone
- Proficient with various computer software programs including Microsoft Office and financial planning applications
- Strong communication and time management skills
Compensation
- $75,600.00 - 92,400.00
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 insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Review our full benefits available by employment status here.
Company info
- At U.S. Bank, we're on a journey to do our best.
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- Citizenship and Immigration Services
This listing is sourced directly from Elavon Inc.'s careers page and normalized into a canonical job model.