Affluent Wealth Management Advisor

Us Bank; Tempe (AZ); On-site; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance (short-term &

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank in Tempe, AZ seeks a Wealth Management Banker to deliver an outstanding affluent client experience and coordinate with mortgage, small business banking and personal trust services. You will develop, manage, and retain client relationships through proactive outreach and expert wealth advisory.

The role requires Series 6-63 or Series 7-63 licenses and a Bachelor’s degree. Strong relationship skills, analytical ability, and independent decision-making are essential for success.

Qualifications

• Bachelor's degree or equivalent work experience.
• Up to three years of experience in Wealth Management or financial services.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Deliver the affluent client experience and coordinate with mortgage, small business banking and personal trust services.
• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact.
• Provide expert advisory on wealth banking, focusing on clients' needs and goals to recommend products and solutions.

Skills

Relationship management

Sales

Business development

Wealth products knowledge

Financial planning

Client advisory

Communication

Education

Bachelor's degree

Job description

U.S. Bank in Tempe, AZ seeks a Wealth Management Banker to deliver an outstanding affluent client experience and coordinate with mortgage, small business banking and personal trust services. You will develop, manage, and retain client relationships through proactive outreach and expert wealth advisory.

The role requires Series 6-63 or Series 7-63 licenses and a Bachelor’s degree. Strong relationship skills, analytical ability, and independent decision-making are essential for success.