Affluent Wealth Management Advisor

U.S. Bank; Tigard (OR); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid time off & holidays

Disability insurance

Life insurance

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth solutions and enhance the affluent client experience. This role requires collaboration with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain client relationships, providing expert guidance on wealth products and financial planning while ensuring NMLS registration and regulatory compliance.

Qualifications

• Strong relationship management and sales capabilities are required.
• Solid understanding of wealth products and financial planning.
• Proven ability to engage clients in wealth discussions and grow the book of business.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Collaborate with mortgage, small business banking and personal trust services to deliver full solutions.

Skills

Relationship management

Sales & business development

Wealth products understanding

Financial planning

Wealth discussions

Analytical skills

Decision making

Written and verbal communication

Presentation skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth solutions and enhance the affluent client experience. This role requires collaboration with mortgage, small business banking and personal trust services to meet client needs.

You will develop, manage, and retain client relationships, providing expert guidance on wealth products and financial planning while ensuring NMLS registration and regulatory compliance.