Affluent Wealth Management Advisor

U.S. Bank; Santa Fe (NM); Presencial; USD 86.000 - 106.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (2–5 weeks depending on挿

Descripción de la vacante

The Wealth Management Banker role at U.S. Bank focuses on delivering comprehensive wealth management services to affluent clients, coordinating with mortgage, small business banking, and personal trust services to meet client needs.

You will develop and manage relationships, provide tailored financial guidance, and work to grow the client book while upholding regulatory requirements and the bank's standards.

Formación

• Bachelor's degree or equivalent work experience
• Five+ years in Wealth Management/private banking
• Series 6-63 or Series 7-63 licenses
• Ability to engage in wealth discussions with clients and grow the book of business
• Strong relationship management and sales capabilities

Responsabilidades

• Develop and retain affluent client relationships to deliver full spectrum of bank products.
• Collaborate with mortgage, small business banking and personal trust services.
• Provide expert wealth management advice and counsel to clients.
• Operate within SAFE Act and Reg Z requirements including background/credit checks

Conocimientos

Relationship management

Sales

Business development

Analytical skills

Problem-solving

Writing

Speaking

Presentation skills

Educación

Bachelor's degree or equivalent

Series 6-63 or Series 7-63 licenses

Descripción del empleo

The Wealth Management Banker role at U.S. Bank focuses on delivering comprehensive wealth management services to affluent clients, coordinating with mortgage, small business banking, and personal trust services to meet client needs.

You will develop and manage relationships, provide tailored financial guidance, and work to grow the client book while upholding regulatory requirements and the bank's standards.