Affluent Wealth Manager & Client Growth Lead

U.S. Bank; Lexington (KY); On-site; USD 75,000 - 92,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation & holidays

Life insurance

Disability insurance

Job summary

U.S. Bank is seeking an Wealth Management Banker in the affluent segment to own the client experience and coordinate with mortgage, small business banking, and personal trust services.

You will prospect, meet affluent clients, assess needs, and tailor financial solutions. The role requires up to three years in wealth management, plus Series licenses, with a focus on growing book of business and collaborating across channels.

Qualifications

• Bachelor's degree or equivalent work experience.
• Up to three years in Wealth Management or financial services.
• Licenses: Series 6-63 or Series 7-63.

Responsibilities

• Prospect and call leads.
• Meet with affluent clients to gather financial information and assess needs.
• Determine suitable financial products for clients' circumstances.
• Facilitate delivery of strategies including lending, deposits, and purchasing power.
• Grow the affluent client base and revenue.
• Partner with Advisor as a teammate.
• Collaborate with branch teammates to identify and refer affluent prospects.

Skills

Relationship management

Sales

Business development

Communication

Wealth planning

Analytical thinking

Education

Bachelor's degree

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking an Wealth Management Banker in the affluent segment to own the client experience and coordinate with mortgage, small business banking, and personal trust services.

You will prospect, meet affluent clients, assess needs, and tailor financial solutions. The role requires up to three years in wealth management, plus Series licenses, with a focus on growing book of business and collaborating across channels.