Affluent Wealth Advisor & Client Relationship Builder

U.S. Bank; Tigard (OR); On-site; USD 98,280 - 120,120; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

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 the full spectrum of bank products and services, collaborating across mortgage, small business banking, and personal trust services to meet client needs.

The role focuses on developing, managing, and retaining client relationships through proactive outreach, delivering expert advice, and tailoring wealth solutions to client goals while maintaining compliance with NMLS requirements.

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

• Deliver the full spectrum of U.S. Bank products and services to affluent clients through collaboration with relevant bank partners.
• Develop, manage, and retain client relationships within Affluent Wealth Management by proactive outreach to assigned and prospective clients.
• Provide expert advice and wealth management solutions by understanding client goals and recommending appropriate product and service offerings.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Analytical thinking

Decision making

Communication

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 bank products and services, collaborating across mortgage, small business banking, and personal trust services to meet client needs.

The role focuses on developing, managing, and retaining client relationships through proactive outreach, delivering expert advice, and tailoring wealth solutions to client goals while maintaining compliance with NMLS requirements.