Affluent Wealth Manager: Build High-Impact Relationships

U.S. Bank; Hollister (CA); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank in California seeks an experienced Wealth Management Banker for the affluent client segment. You will develop, manage and retain client relationships, coordinating with mortgage, small business banking and personal trust services to deliver full product solutions.

You will provide expert financial guidance tailored to clients’ goals, demonstrate strong relationship, sales and planning skills, and navigate complex wealth discussions while upholding regulatory requirements.

Qualifications

• Bachelor’s degree or equivalent work experience
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Develop, manage, and retain affluent client relationships
• Provide expert advice and counsel in affluent wealth banking client relationships
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum of products and solutions

Skills

Relationship management

Sales skills

Business development

Financial planning

Analytical skills

Education

Bachelor’s degree or equivalent

Tools

Series 6-63 / Series 7-63 licenses

Job description

U.S. Bank in California seeks an experienced Wealth Management Banker for the affluent client segment. You will develop, manage and retain client relationships, coordinating with mortgage, small business banking and personal trust services to deliver full product solutions.

You will provide expert financial guidance tailored to clients’ goals, demonstrate strong relationship, sales and planning skills, and navigate complex wealth discussions while upholding regulatory requirements.