Affluent Wealth Advisor & Relationship Builder

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (from two to five weeks)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank seeks a Wealth Management Banker for the affluent segment to manage and grow relationships, delivering the full spectrum of products and services. You will collaborate with mortgage, small business banking and personal trust teams to meet client needs and goals.

The role requires NMLS registration under the SAFE Act, including background and credit checks, and offers a broad benefits package with paid leave and retirement options.

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, manage, and retain affluent client relationships for Wealth Management.
• Provide expert advice and counsel in affluent wealth banking by understanding client needs and goals.
• Coordinate with mortgage, small business banking and personal trust services to deliver comprehensive solutions.

Skills

Relationship management

Sales

Business development

Wealth management

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank seeks a Wealth Management Banker for the affluent segment to manage and grow relationships, delivering the full spectrum of products and services. You will collaborate with mortgage, small business banking and personal trust teams to meet client needs and goals.

The role requires NMLS registration under the SAFE Act, including background and credit checks, and offers a broad benefits package with paid leave and retirement options.