Affluent Wealth Manager & Trusted Advisor

Usbank; Richmond (IN); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth products and services, while building and retaining client relationships.

You will collaborate with mortgage, small business banking and personal trust services to provide tailored solutions for affluent clients. The role requires NMLS registration under the SAFE Act, a bachelor’s degree or equivalent, and Series 6-63 or Series 7-63 licenses, with a focus on strong relationship

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years in Wealth Management/private banking.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain Affluent Wealth Management client relationships.
• Provide expert advice and counsel in affluent wealth banking relationships.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum solutions.

Skills

Relationship management

Sales

Business development

Financial planning

Communication skills

Education

Bachelor's degree or equivalent

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of wealth products and services, while building and retaining client relationships.

You will collaborate with mortgage, small business banking and personal trust services to provide tailored solutions for affluent clients. The role requires NMLS registration under the SAFE Act, a bachelor’s degree or equivalent, and Series 6-63 or Series 7-63 licenses, with a focus on strong relationship