Affluent Wealth Advisor: Elite Client Relationships

U.S. Bank; Walla Walla (WA); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic + optional)

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking an affluent Wealth Management Banker to deliver comprehensive client experiences across the wealth spectrum. You will develop and retain relationships, proactively engage clients, and offer expert guidance on wealth management solutions tailored to client goals.

The role requires NMLS registration, strong relationship skills, and the ability to collaborate with related banking products to grow the book of business. Competitive benefits are provided.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Strong relationship management, sales, and business development skills.
• Moderate understanding of Wealth products and offerings.
• Strong competency in Financial Planning.
• Demonstrated expertise in wealth discussions to grow book of business.
• Analytical and problem‑solving skills.
• Ability to make decisions independently.
• Effective writing, speaking, and presentation skills.

Responsibilities

• Deliver affluent wealth management client experience by coordinating across product lines.
• Develop, manage and retain client relationships for Affluent Wealth Management.
• Proactively contact assigned and prospective clients to identify needs and opportunities.
• Provide expert advice and guidance on wealth management solutions and products.
• Collaborate with mortgage, small business banking, and personal trust services as needed.

Skills

Relationship management

Sales

Business development

Wealth products knowledge

Financial planning

Analytical thinking

Decision making

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking an affluent Wealth Management Banker to deliver comprehensive client experiences across the wealth spectrum. You will develop and retain relationships, proactively engage clients, and offer expert guidance on wealth management solutions tailored to client goals.

The role requires NMLS registration, strong relationship skills, and the ability to collaborate with related banking products to grow the book of business. Competitive benefits are provided.