Affluent Wealth Manager & Client Strategist

U.S. Bank; Mayfield Heights (OH); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Sick and Safe Leave

Parental leave

Life insurance

Adoption assistance

Job summary

U.S. Bank seeks an experienced Wealth Management Banker in the affluent segment to deliver comprehensive wealth management services and client experience across the bank's product spectrum.

You will develop and retain relationships with affluent clients, collaborating with specialists in mortgages, small business banking, and personal trust services to meet goals. The role requires Series 6-63 or 7-63, a Bachelor’s degree or equivalent experience, and at least five years in wealth management or

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 through proactive contact.
• Deliver the full spectrum of U.S. Bank products and services to affluent clients.
• Provide expert advice and counseling in affluent wealth banking relationships.
• Collaborate with mortgage, small business banking, and personal trust services as needed.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth product knowledge

Analytical thinking

Communication

Education

Bachelor's degree

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank seeks an experienced Wealth Management Banker in the affluent segment to deliver comprehensive wealth management services and client experience across the bank's product spectrum.

You will develop and retain relationships with affluent clients, collaborating with specialists in mortgages, small business banking, and personal trust services to meet goals. The role requires Series 6-63 or 7-63, a Bachelor’s degree or equivalent experience, and at least five years in wealth management or