Affluent Wealth Manager & Relationship Architect

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

Benefits offered by this job

Healthcare

Life insurance

Short-term & long-term disability

Parental leave

401(k)

Vacation days

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in West Des Moines, IA seeks an experienced Wealth Management Banker to serve affluent clients. You will develop and retain client relationships, collaborate across banking and mortgage services, and provide expert guidance on wealth products.

The role requires Series licenses, a bachelor’s degree or equivalent, and at least five years in private banking or wealth management. You’ll build a strong book of business and deliver personalized financial planning.

Qualifications

• Bachelor's degree or equivalent
• 5+ years of experience in Wealth Management/private banking and/or senior financial services experience
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Provide affluent client experience and collaborate with relevant entities to deliver full spectrum of products and services.
• Develop, manage, and retain client relationships for Affluent Wealth Management.
• Offer expert advice and counsel on wealth banking by understanding client needs and goals to recommend solutions.

Skills

Relationship management

Sales & BD

Wealth products understanding

Financial planning

Wealth discussions

Analytical skills

Independent decisions

Communication skills

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank in West Des Moines, IA seeks an experienced Wealth Management Banker to serve affluent clients. You will develop and retain client relationships, collaborate across banking and mortgage services, and provide expert guidance on wealth products.

The role requires Series licenses, a bachelor’s degree or equivalent, and at least five years in private banking or wealth management. You’ll build a strong book of business and deliver personalized financial planning.