Affluent Wealth Management Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Adoption assistance

Disability coverage

Job summary

U.S. Bank is seeking a Wealth Management Banker to deliver an exceptional affluent client experience, coordinating across mortgage, small business banking and personal trust services to offer a full spectrum of products and solutions.

The role requires building and retaining relationships, understanding client goals, and applying expert wealth knowledge to recommend tailored banking solutions while adhering to regulatory and licensing requirements.

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

• Manage and retain affluent client relationships and provide expert wealth guidance.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth discussions

Analytical thinking

Decision making

Communication (writing/speaking/pres)

Education

Bachelor's degree

Equivalent work experience

Tools

Series 6-63 licenses

Series 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker to deliver an exceptional affluent client experience, coordinating across mortgage, small business banking and personal trust services to offer a full spectrum of products and solutions.

The role requires building and retaining relationships, understanding client goals, and applying expert wealth knowledge to recommend tailored banking solutions while adhering to regulatory and licensing requirements.