Affluent Wealth Manager

U.S. Bank; Iowa City (IA); On-site; USD 86,000 - 106,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment. You will develop and manage relationships with high-net-worth clients, coordinating with mortgage, small business banking, and personal trust services to deliver comprehensive wealth solutions.

The role requires evaluating client needs, offering expert wealth guidance, and driving growth of the book of business with strong communication and analytical skills.

Qualifications

• Bachelor’s degree or equivalent required.
• 5+ years of wealth management or senior financial services experience.
• Licensing: Series 6-63 or Series 7-63 required for related products.

Responsibilities

• Develop and manage affluent client relationships with a focus on growth.
• Collaborate with mortgage, small business banking and personal trust teams to deliver full solutions.
• Provide expert advice on wealth management, financial planning, and product integration.

Skills

Relationship management

Sales

Business development

Financial planning

Communication

Education

Bachelor’s degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment. You will develop and manage relationships with high-net-worth clients, coordinating with mortgage, small business banking, and personal trust services to deliver comprehensive wealth solutions.

The role requires evaluating client needs, offering expert wealth guidance, and driving growth of the book of business with strong communication and analytical skills.