Wealth Connect Advisor
$80K - $98K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
$80K - $98K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
$80K - $98K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
Cincinnati, OH · On-site
$80K - $98K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
Cincinnati, OH · On-site
$80K - $98K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Manhattan, NY · On-site
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Manhattan, NY · On-site
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Manhattan, NY · On-site
$71K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Manhattan, NY · On-site
$71K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Garden City, NY · On-site
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Garden City, NY · On-site
$71K - $106K/yr
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
Conduct quarterly/annual client performance reviews in conjunction with the Investment ... Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
Demonstrate value through each interaction and connect client initiatives and priorities to One Inc ... Execute adoption monitoring and optimization programs immediately post go-live to ensure total ...
Demonstrate value through each interaction and connect client initiatives and priorities to One Inc ... Execute adoption monitoring and optimization programs immediately post go-live to ensure total ...
Cincinnati, OH · On-site
$70K - $86K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
Cincinnati, OH · On-site
$70K - $86K/yr
They assess each client's goals, risk tolerance, time horizon, tax considerations, and current ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... We offer a competitive total rewards package including base salary determined based on the role ...
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... We offer a competitive total rewards package including base salary determined based on the role ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
... connect the information, people, and technology needed to manage money in real time. The Aladdin ... BlackRock operates a pay-for-performance compensation philosophy and your total compensation may ...
Chicago, IL · On-site
$60K - $113K/yr
Base pay is one part of the Total Package that is provided to compensate and recognize employees ... connect - and our global, diverse teams make that possible. Together, we create value for our ...
Chicago, IL · On-site
$60K - $113K/yr
Base pay is one part of the Total Package that is provided to compensate and recognize employees ... connect - and our global, diverse teams make that possible. Together, we create value for our ...
This evergreen job posting allows us to connect with you as opportunities arise. Be the trusted ... Comprehensive total rewards package, including medical, dental, vision, health/flexible spending ...
This evergreen job posting allows us to connect with you as opportunities arise. Be the trusted ... Comprehensive total rewards package, including medical, dental, vision, health/flexible spending ...
Chicago, IL · On-site
$65K - $96K/yr
Base pay is one part of the Total Package that is provided to compensate and recognize employees ... connect - and our global, diverse teams make that possible. Together, we create value for our ...
Chicago, IL · On-site
$65K - $96K/yr
Base pay is one part of the Total Package that is provided to compensate and recognize employees ... connect - and our global, diverse teams make that possible. Together, we create value for our ...
Manhattan, NY · On-site
$135K - $240K/yr
... advertisers connect with consumers and achieve their marketing goals. Ideal candidates are ... Compensation And Benefits: $135,000 - $240,000 USD Base salary is just one part of our total ...
Manhattan, NY · On-site
$135K - $240K/yr
... advertisers connect with consumers and achieve their marketing goals. Ideal candidates are ... Compensation And Benefits: $135,000 - $240,000 USD Base salary is just one part of our total ...
Los Angeles, CA · On-site
$135K - $240K/yr
... advertisers connect with consumers and achieve their marketing goals. Ideal candidates are ... Compensation And Benefits: $135,000 - $240,000 USD Base salary is just one part of our total ...
Los Angeles, CA · On-site
$135K - $240K/yr
... advertisers connect with consumers and achieve their marketing goals. Ideal candidates are ... Compensation And Benefits: $135,000 - $240,000 USD Base salary is just one part of our total ...
$21.5K - $35.5K
24% of jobs
$35.8K is the 25th percentile. Wages below this are outliers.
$35.5K - $49.5K
29% of jobs
$49.5K - $63.5K
14% of jobs
$63.5K - $77.5K
7% of jobs
$79.3K is the 75th percentile. Wages above this are outliers.
$77.5K - $91.5K
4% of jobs
$91.5K - $105.5K
5% of jobs
$105.5K - $119.5K
3% of jobs
$119.5K - $133.5K
4% of jobs
$133.5K - $147.5K
3% of jobs
$147.5K - $161.5K
3% of jobs
$161.5K - $175.5K
2% of jobs
$21.5K
$72.3K
$175.5K
| Aspect | Total Client Connect | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; communication skills | High school diploma; communication skills often required |
| Work Environment | Call centers, client support teams | Call centers, retail, service industries |
| Industry Usage | Business, telecommunications, finance | Retail, hospitality, telecom |
| Common Search/Comparison | Customer engagement, client communication | Customer support, client service |
While both roles involve interacting with clients, Total Client Connect typically emphasizes proactive engagement and relationship building with clients, often in a business-to-business context. Customer Service Representatives focus on addressing customer inquiries and resolving issues. Understanding these differences helps job seekers find roles aligned with their skills and career goals.
Cities with the most Total Client Connect job openings:
The top searched job categories for Total Client Connect jobs are:

$80K - $98K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 11 days ago
8.2
Based on 360 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
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 DescriptionThe Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and digital planning tools. 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. The Wealth Connect Advisor focuses on onboarding new clients to U.S. Bancorp Advisor within the Emerging Affluent client base.
Basic Qualifications:
-FINRA Series 7 along with either Series 63 and 65 or Series 66 as well as applicable state insurance licenses
-Bachelor's degree, background in financial services, investments, or equivalent work experience
Preferred 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, 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
-Bilingual
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.
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
Adoption assistance
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.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $80,280.00 - 98,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
Posting may be closed earlier due to high volume of applicants.
Get the full story on Breakroom
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U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.
Banking and credit intermediation
10,000+ Employees
Minneapolis, MN, US
1863