Affluent Wealth Manager & Trusted Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking an Affluent Wealth Management Banker to deliver an exceptional client experience across the full spectrum of products and services.

You will focus on developing, managing, and retaining rich client relationships by proactively contacting assigned and prospective clients, offering tailored financial solutions. The role requires Series 6-63 or Series 7-63 licenses, NMLS registration, and the ability to collaborate with mortgage, small business banking and trust services to

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years of wealth management / senior financial services experience.
• Licenses: Series 6-63 or Series 7-63.

Responsibilities

• Develop, manage and retain affluent client relationships.
• Provide expert advice and counsel on wealth banking solutions.
• Collaborate with mortgage, small business banking and personal trust services.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth management

Communication skills

Presentation skills

Independent decision making

Education

Bachelor's degree or equivalent

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking an Affluent Wealth Management Banker to deliver an exceptional client experience across the full spectrum of products and services.

You will focus on developing, managing, and retaining rich client relationships by proactively contacting assigned and prospective clients, offering tailored financial solutions. The role requires Series 6-63 or Series 7-63 licenses, NMLS registration, and the ability to collaborate with mortgage, small business banking and trust services to