Affluent Wealth Manager & Client Relationships

U.S. Bank; Orlando (FL); On-site; USD 100,000 - 122,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Sick and Safe Leave

Job summary

U.S. Bank in Orlando, FL is seeking a Wealth Management Banker to deliver high-net-worth client experiences within the affluent segment. You will collaborate with specialists to offer lending, deposits, and investment solutions while growing the client base.

The role requires a Bachelor's degree (or equivalent), 7+ years in Wealth Management, and licenses (Series 6-63 or 7-63). You’ll prospect, assess client needs, and drive revenue through tailored financial planning.

Qualifications

• Bachelor's degree or equivalent work experience.
• 7+ years of experience in Wealth Management private banking.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Prospect and call leads.
• Meet with affluent clients to gather information, discover needs, and evaluate situations.
• Determine suitable financial products for clients’ circumstances.
• Coordinate delivery of lending, deposits, and purchasing power strategies.
• Grow affluent client base and revenue by using client service matrix and referrals.
• Collaborate with advisors and branch teammates.

Skills

Relationship management

Sales

Business development

Financial planning

Communication

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank in Orlando, FL is seeking a Wealth Management Banker to deliver high-net-worth client experiences within the affluent segment. You will collaborate with specialists to offer lending, deposits, and investment solutions while growing the client base.

The role requires a Bachelor's degree (or equivalent), 7+ years in Wealth Management, and licenses (Series 6-63 or 7-63). You’ll prospect, assess client needs, and drive revenue through tailored financial planning.