Affluent Wealth Manager & Trusted Advisor

Us Bank; Northern (KY); Hybrid; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Disability insurance

Life insurance

Parental leave

Job summary

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to manage and grow client relationships, deliver the full spectrum of wealth products, and collaborate with mortgage, small business banking, and personal trust services.

The role requires NMLS registration under the SAFE Act, a background/credit check, and licenses (Series 6-63 or 7-63). You will work to deepen client relationships and increase the book of business.

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.
• Licenses: Series 6-63 or Series 7-63.

Responsibilities

• Develop and retain affluent client relationships by proactively engaging assigned and prospective clients.
• Coordinate with mortgage, small business banking and personal trust services to deliver comprehensive wealth solutions.

Skills

Relationship management

Sales

Business development

Wealth product knowledge

Financial planning

Client engagement

Analytical skills

Decision making

Communication skills

Education

Bachelor's degree or equivalent

Licenses: Series 6-63 or Series 7-63

Job description

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to manage and grow client relationships, deliver the full spectrum of wealth products, and collaborate with mortgage, small business banking, and personal trust services.

The role requires NMLS registration under the SAFE Act, a background/credit check, and licenses (Series 6-63 or 7-63). You will work to deepen client relationships and increase the book of business.