Senior Affluent Wealth Advisor & Client Solutions

Us Bank; Salinas (CA); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability (short-term and long-term)

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank in California seeks a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services.

You will develop, manage, and retain client relationships, coordinating with mortgage, small business banking and personal trust teams to meet client goals. The role requires strong relationship, sales, and wealth planning skills, with Series 6-63 or 7-63 licenses, a bachelor’s degree and at least five years of experience.

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

• Manage affluent client relationships and deliver full spectrum of bank products and services.
• Collaborate with mortgage, small business banking, and personal trust teams.
• Provide expert wealth guidance by understanding client needs and goals to recommend product solutions.
• Develop and retain client relationships through proactive contact.

Skills

Relationship management

Sales

Business development

Financial planning

Analytical skills

Independent decision making

Communication skills

Education

Bachelor's degree

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank in California seeks a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services.

You will develop, manage, and retain client relationships, coordinating with mortgage, small business banking and personal trust teams to meet client goals. The role requires strong relationship, sales, and wealth planning skills, with Series 6-63 or 7-63 licenses, a bachelor’s degree and at least five years of experience.