Affluent Wealth Management Advisor

Us Bank; Tigard (OR); On-site; USD 98,280 - 120,120; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and employer‑funded retirement

Paid vacation

Holiday pay

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, coordinating with mortgage, small business banking and personal trust teams to meet client goals.

The role focuses on developing, managing, and retaining affluent client relationships through proactive outreach and expert advice, while complying with NMLS/SAFE Act requirements and undergoing background and credit checks. Benefits and equal opportunity are emphasized.

Qualifications

• NMLS registration required under the SAFE Act and Regulation Z.
• Background and credit check required.

Responsibilities

• Develop, manage, and retain affluent client relationships through proactive outreach.
• Provide expert advice and counsel in affluent wealth banking needs by understanding client goals.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum.

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, coordinating with mortgage, small business banking and personal trust teams to meet client goals.

The role focuses on developing, managing, and retaining affluent client relationships through proactive outreach and expert advice, while complying with NMLS/SAFE Act requirements and undergoing background and credit checks. Benefits and equal opportunity are emphasized.