Affluent Wealth Manager: Relationship & Planning Leader

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank’s Wealth Management team seeks a Wealth Management Banker focused on affluent clients. You will develop, manage, and retain client relationships and coordinate with mortgage, small business banking and trust services to deliver comprehensive solutions.

This role requires Series 6-63 or Series 7-63 licenses, 5+ years’ wealth management experience, and a bachelor’s degree. You will work under NMLS guidelines and participate in licensing/compliance processes.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Coordinate with mortgage, small business banking and personal trust services to deliver comprehensive solutions.
• Provide expert advice and counsel in affluent wealth banking client relationships.

Skills

Relationship mgmt

Sales

Business development

Financial planning

Client advisory

Analytical skills

Written communication

Presentation skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank’s Wealth Management team seeks a Wealth Management Banker focused on affluent clients. You will develop, manage, and retain client relationships and coordinate with mortgage, small business banking and trust services to deliver comprehensive solutions.

This role requires Series 6-63 or Series 7-63 licenses, 5+ years’ wealth management experience, and a bachelor’s degree. You will work under NMLS guidelines and participate in licensing/compliance processes.