Affluent Wealth Advisor & Relationship Leader

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

Benefits offered by this job

Healthcare (medical)

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Life insurance

Disability insurance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to deliver the full spectrum of banking solutions, partnering with mortgage, small business banking and personal trust services to serve high-net-worth clients.

The role focuses on developing, managing and retaining client relationships through proactive outreach, expert financial planning, and collaborative cross‑group teamwork. A strong background in wealth management and licensing is required.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years of experience in Wealth Management private banking and/or senior financial services.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice on wealth products and solutions.
• Collaborate with mortgage, small business banking, and personal trust teams.
• Identify opportunities to grow book of business.

Skills

Relationship management

Sales

Business development

Financial planning

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking an experienced Wealth Management Banker in the affluent segment to deliver the full spectrum of banking solutions, partnering with mortgage, small business banking and personal trust services to serve high-net-worth clients.

The role focuses on developing, managing and retaining client relationships through proactive outreach, expert financial planning, and collaborative cross‑group teamwork. A strong background in wealth management and licensing is required.