Affluent Wealth Manager

U.S. Bank; West Des Moines (IA); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank seeks an experienced Wealth Management Banker to deliver an exceptional affluent client experience across related service areas.

The role focuses on building, managing, and retaining relationships while coordinating with mortgage, small business banking and trust services to provide full wealth solutions. The position requires NMLS registration under SAFÉ Act/Reg Z, with background and credit checks.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years of experience in Wealth Management/private banking and/or senior financial services roles.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage and retain affluent client relationships by coordinating services across mortgage, small business banking and personal trust offerings.
• Provide expert advice to build understanding of client needs and recommend suitable wealth solutions.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth product knowledge

Communication

Analytical thinking

Education

Bachelor's degree

Job description

U.S. Bank seeks an experienced Wealth Management Banker to deliver an exceptional affluent client experience across related service areas.

The role focuses on building, managing, and retaining relationships while coordinating with mortgage, small business banking and trust services to provide full wealth solutions. The position requires NMLS registration under SAFÉ Act/Reg Z, with background and credit checks.