Affluent Wealth Manager & Advisor

U.S. Bank; Northern (KY); Hybrid; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Pregnancy/Parental Leave

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in West Chester, OH to lead the affluent client experience and coordinate across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain relationships with affluent clients, offering tailored wealth solutions and proactive advisory support. The role requires 5+ years in wealth management with Series 6-63 or 7-63 licenses, strong relationship skills, and the ability to collaborate across internal teams to

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years of wealth management/private banking experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel on affluent wealth banking needs.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products.
• Engage in wealth discussions with clients to grow book of business.

Skills

Relationship management

Sales

Business development

Wealth planning

Financial planning

Analytical thinking

Decision making

Written and verbal communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Banker in West Chester, OH to lead the affluent client experience and coordinate across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain relationships with affluent clients, offering tailored wealth solutions and proactive advisory support. The role requires 5+ years in wealth management with Series 6-63 or 7-63 licenses, strong relationship skills, and the ability to collaborate across internal teams to