Affluent Wealth Manager & Elite Client Advisor

U.S. Bank; Richmond (IN); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver the full spectrum of bank products and services to high-net-worth clients.

You will manage relationships, provide expert wealth guidance, and work with mortgage, small business banking and trust services to grow the book of business. The role requires Series 6-63 or 7-63 licensing, a Bachelor's degree or equivalent experience, and 5+ years in wealth management or private banking.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years in Wealth Management/private banking or senior financial services roles.
• Series 6-63 or Series 7-63 licenses required.

Responsibilities

• Develop, manage and retain affluent client relationships.
• Provide expert wealth advice and plan solutions across products and services.
• Collaborate with specialists to deliver mortgage, small business and trust services.

Skills

Relationship management

Sales

Business development

Wealth planning

Analytical thinking

Communication skills

Independent decision making

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver the full spectrum of bank products and services to high-net-worth clients.

You will manage relationships, provide expert wealth guidance, and work with mortgage, small business banking and trust services to grow the book of business. The role requires Series 6-63 or 7-63 licensing, a Bachelor's degree or equivalent experience, and 5+ years in wealth management or private banking.