Affluent Wealth Advisor – Build Elite Client Relationships

U.S. Bank; Mayfield Heights (OH); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Holiday opportunities

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth services to high net worth clients from premier teams. You will develop, manage, and retain client relationships while providing expert advice and tailored financial planning guidance.

Role requires NMLS registration, strong relationship management, and the ability to collaborate across mortgage, small business banking and personal trust services to meet client needs.

Qualifications

• 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.
• Strong relationship management, sales and business development skills.
• Moderate understanding of Wealth products and offerings.
• Strong competency in Financial Planning.
• Excellent written, verbal and presentation skills.

Responsibilities

• Develop, manage and retain affluent client relationships with proactive contact.
• Provide expert advice and counsel on wealth banking solutions and product offerings.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum services.

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth services to high net worth clients from premier teams. You will develop, manage, and retain client relationships while providing expert advice and tailored financial planning guidance.

Role requires NMLS registration, strong relationship management, and the ability to collaborate across mortgage, small business banking and personal trust services to meet client needs.