Affluent Wealth Advisor

U.S. Bank; Yucaipa (CA); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid vacation

Job summary

U.S. Bank’s Wealth Management Banker in the affluent segment delivers a comprehensive client experience by coordinating with mortgage, small business banking, and personal trust services to meet client needs.

You will develop, manage, and retain relationships with Affluent Wealth Management clients through proactive outreach and tailored financial solutions. You will prospect, meet clients, gather information, assess needs, and determine suitable products and strategies.

Qualifications

• Strong relationship management and sales skills.
• Ability to grow a high-net-worth client base.
• Knowledge of wealth products and planning concepts.
• Proven ability to collaborate with advisors and cross-functional teams.

Responsibilities

• Prospect and call leads of affluent clients.
• Meet with clients to collect financial information and assess needs.
• Recommend suitable financial products and strategies.
• Coordinate with mortgage, banking and trust services to fulfill client goals.
• Partner with advisors and branch teams to expand the client base.

Skills

Relationship management

Sales

Business development

Wealth planning

Communication

Education

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank’s Wealth Management Banker in the affluent segment delivers a comprehensive client experience by coordinating with mortgage, small business banking, and personal trust services to meet client needs.

You will develop, manage, and retain relationships with Affluent Wealth Management clients through proactive outreach and tailored financial solutions. You will prospect, meet clients, gather information, assess needs, and determine suitable products and strategies.