Affluent Wealth Advisor | NMLS Licensed

Us Bank; Hillsboro (OR); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holiday pay

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 products and services while building strong client relationships.

You will collaborate with mortgage, small business banking, and personal trust teams to meet client needs and growth targets, guided by NMLS requirements. The role emphasizes proactive client contact, expert wealth advice, and the ability to navigate complex financial solutions for affluent clients.

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.
• Provide expert advice on affluent wealth banking products and services.
• Collaborate with mortgage, small business, and personal trust teams as needed.
• Proactively contact assigned and prospective clients to grow the book of business.

Skills

Relationship management

Sales

Business development

Communication

Analytical skills

Independent decision making

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services while building strong client relationships.

You will collaborate with mortgage, small business banking, and personal trust teams to meet client needs and growth targets, guided by NMLS requirements. The role emphasizes proactive client contact, expert wealth advice, and the ability to navigate complex financial solutions for affluent clients.