Affluent Wealth Management Advisor

US Bank; Florida; Presencial; USD 100.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick Leave

Descripción de la vacante

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to manage client relationships and deliver full spectrum products and services.

The role emphasizes collaboration with mortgage, small business banking, and personal trust services to grow the book of business. The position requires 7+ years in Wealth Management private banking, a Bachelor's degree, and Series 6-63 or 7-63 licenses; you will engage with clients to assess needs, provide wealth solutions, and collaborate with

Formación

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

Responsabilidades

• Prospect and call leads.
• Meet with affluent clients to collect financial information, conduct discovery, assess needs, and evaluate each client's situation.
• Determine suitable financial products for clients' circumstances.
• Facilitate delivery of strategies and capabilities including lending, deposits, and purchasing power.
• Grow Affluent client base and revenue by ensuring client service matrix is used and by identifying new clients.
• Partner with Advisor as a teammate, collaborate with branches to refer prospects, refer with other financial services within U.S. Bank channels.

Conocimientos

Relationship mgmt

Sales

Financial planning

Wealth products

Analytical thinking

Communication

Educación

Bachelor's degree

Descripción del empleo

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to manage client relationships and deliver full spectrum products and services.

The role emphasizes collaboration with mortgage, small business banking, and personal trust services to grow the book of business. The position requires 7+ years in Wealth Management private banking, a Bachelor's degree, and Series 6-63 or 7-63 licenses; you will engage with clients to assess needs, provide wealth solutions, and collaborate with