Affluent Wealth Manager: Private Banking & Planning

Us Bank; Iowa City (IA); On-site; USD 86,000 - 106,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank's Wealth Management division in the affluent segment seeks a Banker to enrich client relationships and deliver the full spectrum of U.S. Bank products and services.

You will coordinate with mortgage, small business banking and personal trust teams to meet client goals and grow a book of business. With a focus on proactive outreach, you will provide expert guidance in wealth planning, investment strategy, and cash flow analysis, while complying with NMLS and regulatory requirements.

Qualifications

• Bachelor's degree or equivalent work experience
• Five or more years of wealth management/private banking experience
• Licenses: Series 6-63 or Series 7-63

Responsibilities

• Develop, manage and retain affluent client relationships
• Provide expert guidance in wealth planning and solutions
• Collaborate with mortgage, small business banking and personal trust teams

Skills

Relationship management

Sales

Business development

Financial planning

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Series 6-63

Series 7-63

Job description

U.S. Bank's Wealth Management division in the affluent segment seeks a Banker to enrich client relationships and deliver the full spectrum of U.S. Bank products and services.

You will coordinate with mortgage, small business banking and personal trust teams to meet client goals and grow a book of business. With a focus on proactive outreach, you will provide expert guidance in wealth planning, investment strategy, and cash flow analysis, while complying with NMLS and regulatory requirements.