Affluent Wealth Management Advisor

Us Bank; Modesto (CA); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability coverage

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Modesto, CA is seeking a Wealth Management Banker to oversee affluent client experiences and deliver the full spectrum of bank products through collaboration with mortgage, small business banking and personal trust services.

You will develop, manage and retain client relationships by proactively contacting assigned and prospective clients, tailoring strategies to each client’s needs and expanding the affluent book of business.

Qualifications

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

Responsibilities

• Prospect and call leads.
• Meet with affluent clients to collect financial information and assess needs.
• Determine suitable financial products for clients' situations.
• Facilitate delivery of strategies including lending, deposits and purchasing power.
• Grow affluent client base and increase revenue through proactive service.

Skills

Relationship management

Sales

Financial planning

Communication skills

Wealth management

Education

Bachelor's degree or equivalent work experience

Tools

Licenses: Series 6-63/7-63

Job description

U.S. Bank in Modesto, CA is seeking a Wealth Management Banker to oversee affluent client experiences and deliver the full spectrum of bank products through collaboration with mortgage, small business banking and personal trust services.

You will develop, manage and retain client relationships by proactively contacting assigned and prospective clients, tailoring strategies to each client’s needs and expanding the affluent book of business.