Affluent Wealth Manager & Planning Expert

Usbank; Menomonee Falls (WI); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, building strong relationships with affluent clients and guiding them toward optimal financial solutions.

The role emphasizes collaboration across mortgage, small business banking and personal trust services, plus adherence to NMLS registration and background checks.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven or more years of experience in Wealth Management private banking.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop and retain client relationships for Affluent Wealth Management.
• Provide expert advice and counsel in affluent wealth banking client relationships.
• Collaborate with mortgage, small business banking and personal trust services as needed.

Skills

Relationship management

Sales

Business development

Education

Bachelor's degree

Tools

Series 6-63

Series 7-63

Job description

U.S. Bank seeks a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services, building strong relationships with affluent clients and guiding them toward optimal financial solutions.

The role emphasizes collaboration across mortgage, small business banking and personal trust services, plus adherence to NMLS registration and background checks.