Elite Affluent Wealth Advisor

Us Bank; Menomonee Falls (WI); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an Wealth Management Banker in the affluent segment to deliver the full spectrum of U.S. Bank products. You will develop and retain client relationships, coordinating with mortgage, business banking and personal trust services to meet client goals.

The role requires NMLS registration and strong expertise in wealth planning, sales and relationship management to grow the book of business with high-net-worth clients.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven or more years of experience in Wealth Management/private banking.
• Series 6-63 or Series 7-63 licenses required.
• NMLS registration is strongly preferred for the role.

Responsibilities

• Develop, manage and retain affluent client relationships.
• Coordinate with mortgage, small business banking and trust services.
• Provide expert advice on wealth products and financial planning.

Skills

Relationship management

Sales and business development

Wealth products knowledge

Financial planning

Communication

Decision making

Writing/presentation

Series 6-63 licenses

Series 7-63 licenses

NMLS registration

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks an Wealth Management Banker in the affluent segment to deliver the full spectrum of U.S. Bank products. You will develop and retain client relationships, coordinating with mortgage, business banking and personal trust services to meet client goals.

The role requires NMLS registration and strong expertise in wealth planning, sales and relationship management to grow the book of business with high-net-worth clients.