Affluent Wealth Advisor: Client Growth & Planning

Us Bank; Olde West Chester (OH); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver an elevated client experience.

You will coordinate with mortgage, small business banking and personal trust services to provide a full spectrum of products and services, while developing, managing and retaining relationships for Affluent Wealth Management. You will advise clients by understanding their needs and goals, recommending tailored solutions, and applying strong relationship management and sales skills to

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.

Responsibilities

• Develop, manage and retain affluent client relationships by proactively contacting assigned and prospective clients.
• Provide expert advice and counsel on affluent wealth banking client relationships by understanding client needs and goals.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products and services.
• Engage in wealth discussions with clients to drive growth in the book of business.

Skills

Wealth management

Relationship management

Sales

Business development

Series 6-63 or Series 7-63 licenses

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver an elevated client experience.

You will coordinate with mortgage, small business banking and personal trust services to provide a full spectrum of products and services, while developing, managing and retaining relationships for Affluent Wealth Management. You will advise clients by understanding their needs and goals, recommending tailored solutions, and applying strong relationship management and sales skills to