Affluent Wealth Manager: Grow Client Relationships

U.S. Bank; West Des Moines (IA); On-site; USD 91,000 - 112,000; Full time

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment to deliver the full spectrum of banking solutions, build and retain client relationships, and collaborate with mortgage, small business banking and personal trust teams.

The role requires NMLS registration, background and credit checks, and licenses (Series 6-63 or 7-63). The ideal candidate has 5+ years in wealth management and a bachelor's degree.

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 client relationships for Affluent Wealth Management.
• Identify and collaborate with mortgage, small business banking and personal trust services.
• Provide expert advice focusing on clients’ needs and goals to recommend product and service solutions.

Job description

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment to deliver the full spectrum of banking solutions, build and retain client relationships, and collaborate with mortgage, small business banking and personal trust teams.

The role requires NMLS registration, background and credit checks, and licenses (Series 6-63 or 7-63). The ideal candidate has 5+ years in wealth management and a bachelor's degree.