Affluent Wealth Manager: Strategic Client Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an accomplished Wealth Management Banker for the affluent segment to deliver the full spectrum of products and services and to foster strong client relationships.

You will collaborate with mortgage, small business banking and personal trust teams to identify client needs, provide tailored financial advice, and grow the book of business while maintaining regulatory and licensing requirements.

Qualifications

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

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice on wealth management products and services.
• Collaborate across mortgage, small business banking and personal trust teams.

Skills

Relationship management

Sales

Business development

Communication

Education

Bachelor's degree or equivalent

Tools

NMLS registration

Job description

U.S. Bank is seeking an accomplished Wealth Management Banker for the affluent segment to deliver the full spectrum of products and services and to foster strong client relationships.

You will collaborate with mortgage, small business banking and personal trust teams to identify client needs, provide tailored financial advice, and grow the book of business while maintaining regulatory and licensing requirements.