Affluent Wealth Advisor & Client Growth Expert

U.S. Bank; Chesapeake (VA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Short/long-term disability

Parental leave

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank’s Wealth Management Banker in the affluent segment delivers the full spectrum of products and services to affluent clients, coordinating with mortgage, small business banking and personal trust services to address client needs.

You will develop, manage and retain client relationships, offering expert advice tailored to goals, while collaborating across internal partners to enhance the book of business. NMLS registration and background/credit checks are required.

Qualifications

• Bachelor’s degree, or equivalent work experience
• Up to three years of experience in Wealth Management private banking or financial services
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Develop, manage, and retain affluent client relationships by proactively contacting assigned and prospective clients.
• Provide expert advice and counsel in affluent wealth banking client relationships by understanding clients’ needs and goals to recommend solutions.
• Collaborate with mortgage, small business banking and personal trust services as needed to deliver full spectrum of products and services.

Skills

Relationship management

Sales

Business development

Wealth products knowledge

Financial planning basics

Communication skills

Education

Bachelor’s degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank’s Wealth Management Banker in the affluent segment delivers the full spectrum of products and services to affluent clients, coordinating with mortgage, small business banking and personal trust services to address client needs.

You will develop, manage and retain client relationships, offering expert advice tailored to goals, while collaborating across internal partners to enhance the book of business. NMLS registration and background/credit checks are required.