Affluent Wealth Manager (NMLS) - Client Growth

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

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full spectrum of products and services while coordinating with mortgage, small business banking and personal trust teams.

You will build and retain client relationships through proactive outreach, provide expert guidance on wealth planning and solutions, and work with specialists to grow the client book while maintaining high ethical standards and regulatory compliance.

Qualifications

• Bachelor's degree or equivalent work experience
• Five+ years in wealth management or senior financial services
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Deliver the affluent client experience by coordinating with mortgage, small business banking and personal trust services to provide full-spectrum solutions
• Develop, manage, and retain client relationships for Affluent Wealth Management through proactive contact
• Provide expert advice and counsel in affluent wealth banking and client relationship growth
• Collaborate with internal experts to tailor product and service solutions to client needs

Skills

Relationship management

Sales skills

Business development

Financial planning

Analytical problem-solving

Education

Bachelor's degree or equivalent work experience

Tools

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full spectrum of products and services while coordinating with mortgage, small business banking and personal trust teams.

You will build and retain client relationships through proactive outreach, provide expert guidance on wealth planning and solutions, and work with specialists to grow the client book while maintaining high ethical standards and regulatory compliance.