Affluent Wealth Advisor

U.S. Bank; Loveland (CO); Vor Ort; USD 91.000 - 112.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Zusammenfassung

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to elevate the client experience. You will collaborate with mortgage, small business banking and personal trust services to deliver the full spectrum of U.S. Bank products and solutions.

In this role you will develop, manage, and retain client relationships, provide expert wealth guidance, understand client goals, and drive growth of the book of business through proactive outreach and tailored financial planning.

Qualifikationen

• Bachelor's degree, or equivalent work experience.
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience.
• Series 6-63 or Series 7-63 licenses

Aufgaben

• Oversee the affluent client experience and coordinate with mortgage, small business banking and personal trust services to deliver the full spectrum of U.S. Bank products.
• Develop, manage and retain client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.
• Provide expert advice and counsel in wealth banking by understanding client needs and goals to recommend solutions.

Kenntnisse

Relationship management

Sales

Business development

Wealth planning

Ausbildung

Bachelor's degree, or equivalent work experience

Series 6-63 or Series 7-63 licenses

Jobbeschreibung

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to elevate the client experience. You will collaborate with mortgage, small business banking and personal trust services to deliver the full spectrum of U.S. Bank products and solutions.

In this role you will develop, manage, and retain client relationships, provide expert wealth guidance, understand client goals, and drive growth of the book of business through proactive outreach and tailored financial planning.