Affluent Wealth Advisor - Relationship Builder

Us Bank; Nashville (TN); On-site; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker for the Affluent segment to deliver the full spectrum of wealth products and services.

You will develop, manage, and retain client relationships by proactively contacting assigned and prospective clients, offering expert guidance tailored to their goals. Role levels vary; candidates with up to 3 years of experience in Wealth Management may qualify, with salary range shown for the entry level.

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 client relationships for Affluent Wealth Management.
• Provide expert advice and counsel in affluent wealth banking client relationships.
• Identify other experts such as mortgage, small business banking and personal trust services.

Skills

Relationship management

Sales

Business development

Wealth products knowledge

Financial planning

Wealth discussions

Analytical skills

Decision making

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Banker for the Affluent segment to deliver the full spectrum of wealth products and services.

You will develop, manage, and retain client relationships by proactively contacting assigned and prospective clients, offering expert guidance tailored to their goals. Role levels vary; candidates with up to 3 years of experience in Wealth Management may qualify, with salary range shown for the entry level.