Affluent Wealth Advisor & Client Strategy Lead

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability benefits

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Wealth Management Banker role in the affluent segment focuses on delivering an exceptional client experience by coordinating across mortgage, small business banking and personal trust services.

You will develop, manage, and retain affluent client relationships, providing expert guidance to identify needs and recommend product solutions that cover the full spectrum of offerings.

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 and retain affluent client relationships across the full spectrum of U.S. Bank products.
• Collaborate with mortgage, small business banking and personal trust services to deliver solutions.
• Provide expert advice focused on understanding client needs and goals to recommend solutions.

Skills

relationship management

sales

business development

wealth products

financial planning

wealth discussions

analytical thinking

independent decisions

writing skills

presentation skills

Education

Bachelor's degree

Job description

U.S. Bank’s Wealth Management Banker role in the affluent segment focuses on delivering an exceptional client experience by coordinating across mortgage, small business banking and personal trust services.

You will develop, manage, and retain affluent client relationships, providing expert guidance to identify needs and recommend product solutions that cover the full spectrum of offerings.