Affluent Wealth Advisor | Private Banking Growth

U.S. Bank; Washington (MO); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan with employer match

Paid vacation

Up to paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to deliver a full spectrum of wealth solutions and exceptional client service.

You will develop, manage, and retain relationships with affluent clients, coordinating mortgage, small business banking and personal trust services as needed. Required qualifications include a bachelor's degree, seven+ years in wealth management, and Series 6-63 or 7-63 licenses.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven or more years of Wealth Management private banking experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel on wealth banking products and solutions.
• Collaborate with mortgage, small business banking and personal trust teams as needed.
• Identify opportunities to grow a high-value book of business through client engagements.
• Maintain compliance with regulatory requirements and licensing mandates.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Analytical skills

Strong communication

Education

Bachelor's degree or equivalent

Tools

Series 6-63 / Series 7-63 licenses

Job description

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to deliver a full spectrum of wealth solutions and exceptional client service.

You will develop, manage, and retain relationships with affluent clients, coordinating mortgage, small business banking and personal trust services as needed. Required qualifications include a bachelor's degree, seven+ years in wealth management, and Series 6-63 or 7-63 licenses.