Affluent Wealth Manager & Financial Advisor

U.S. Bank; City of Johnstown (NY); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Disability insurance

Parental leave

Job summary

U.S. Bank’s Wealth Management Banker in the affluent segment focuses on delivering the full spectrum of wealth solutions to high-net-worth clients, collaborating with mortgage, small business banking and personal trust teams to meet client goals.

The role develops and retains relationships through proactive client engagement, offering expert financial planning, product guidance and tailored service.

Qualifications

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

Responsibilities

• Develop, manage and retain client relationships for Affluent Wealth Management.
• Provide expert advice and counsel to understand clients' needs and goals.
• Collaborate with mortgage, small business banking and personal trust services to deliver full solutions.
• Proactively contact assigned and prospective clients to grow book of business.

Skills

Relationship management

Sales

Business development

Wealth product knowledge

Financial planning

Communication skills

Education

Bachelor's degree or equivalent

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank’s Wealth Management Banker in the affluent segment focuses on delivering the full spectrum of wealth solutions to high-net-worth clients, collaborating with mortgage, small business banking and personal trust teams to meet client goals.

The role develops and retains relationships through proactive client engagement, offering expert financial planning, product guidance and tailored service.