Affluent Wealth Manager (NMLS) - Client Growth

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability insurance (short-term & LTD

Parental leave

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank seeks an experienced Wealth Management Banker to deliver a premier affl uent client experience and coordinate with mortgage, small business banking and personal trust services.

You will develop, manage, and retain client relationships for Affluent Wealth Management, offering expert advice and tailored financial solutions. The role requires NMLS registration and strict adherence to compliance, with a focus on growing client books and delivering holistic wealth guidance across banking,

Qualifications

• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience.
• Strong relationship management, sales, and business development skills.
• Moderate understanding of Wealth products and offerings.
• Strong competency in Financial Planning.

Responsibilities

• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Provide expert advice and counsel in affluent wealth banking client relationships.
• Identify opportunities to coordinate with mortgage, small business banking and personal trust services.
• Engage in wealth discussions with clients to drive growth and an increased book of business.

Skills

Relationship management

Sales

Business development

Financial planning

Communication

Analytical thinking

Education

Bachelor's degree or equivalent work experience

Tools

Series 6-63 licenses

Series 7-63 licenses

Job description

U.S. Bank seeks an experienced Wealth Management Banker to deliver a premier affl uent client experience and coordinate with mortgage, small business banking and personal trust services.

You will develop, manage, and retain client relationships for Affluent Wealth Management, offering expert advice and tailored financial solutions. The role requires NMLS registration and strict adherence to compliance, with a focus on growing client books and delivering holistic wealth guidance across banking,