Affluent Wealth Advisor & Relationship Manager

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

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Disability insurance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment.

This role focuses on delivering a full spectrum of wealth management solutions, building and retaining client relationships, and coordinating across mortgage, small business banking, and personal trust services to meet client goals. The position requires NMLS registration under the SAFE Act, with background and credit checks.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years in Wealth Management or senior financial services.
• Licenses: Series 6-63 or Series 7-63.

Responsibilities

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

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Wealth discussions

Analytical skills

Decision making

Writing skills

Education

Bachelor's degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment.

This role focuses on delivering a full spectrum of wealth management solutions, building and retaining client relationships, and coordinating across mortgage, small business banking, and personal trust services to meet client goals. The position requires NMLS registration under the SAFE Act, with background and credit checks.