Senior Affluent Wealth Advisor

U.S. Bank; Iowa City (IA); Presencial; USD 86.000 - 106.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) retirement plan

Paid vacation

Descripción de la vacante

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment. You will oversee the client experience and coordinate with mortgage, small business banking and personal trust services to deliver comprehensive wealth solutions.

You will build a deep understanding of client goals to tailor advice and products. The role requires NMLS registration under the SAFE Act and may involve background and credit checks.

Formación

• Bachelor's degree or equivalent work experience.
• Five or more years of experience in Wealth Management or senior financial services roles.
• Licenses: Series 6-63 or Series 7-63.

Responsabilidades

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

Educación

Bachelor's degree

Herramientas

Series 6-63 or Series 7-63 licenses

Descripción del empleo

U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment. You will oversee the client experience and coordinate with mortgage, small business banking and personal trust services to deliver comprehensive wealth solutions.

You will build a deep understanding of client goals to tailor advice and products. The role requires NMLS registration under the SAFE Act and may involve background and credit checks.