Affluent Wealth Manager & Financial Planning Expert

U.S. Bank; Portland (OR); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Banker for the affluent segment to manage the client experience and coordinate with mortgage, small business banking, and personal trust services.

You will develop and retain relationships with affluent clients, offering expert advice and a holistic suite of financial solutions. The role requires NMLS registration under the SAFE Act and a track record in wealth management, plus licensing (Series 6/63 or Series 7/63).

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

• The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience and collaboration across entities to deliver the full spectrum of products and services.
• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive client contact.
• Provide expert advice and counsel in affluent wealth banking client relationships by understanding clients' needs and goals to recommend solutions.

Skills

Relationship management

Sales

Business development

Financial planning

Analytical skills

Independent decision making

Written and verbal communication

Education

Bachelor's degree or equivalent experience

Job description

U.S. Bank seeks a Wealth Management Banker for the affluent segment to manage the client experience and coordinate with mortgage, small business banking, and personal trust services.

You will develop and retain relationships with affluent clients, offering expert advice and a holistic suite of financial solutions. The role requires NMLS registration under the SAFE Act and a track record in wealth management, plus licensing (Series 6/63 or Series 7/63).