Senior Affluent Wealth Manager

US Bank; West Des Moines (IA); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Parental leave

Disability insurance

Life insurance

Job summary

U.S. Bank is seeking an experienced Wealth Management Banker to serve affluent clients, delivering the full spectrum of banking solutions while collaborating with mortgage, small business banking and personal trust teams.

In this role you will develop, manage, and retain client relationships by proactively engaging assigned and prospective clients, providing tailored wealth guidance and strategic financial planning to grow 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.
• Series 6-63 or Series 7-63 licenses are required.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice and counsel in affluent wealth banking and financial planning.
• Collaborate with mortgage, small business banking and personal trust services to deliver comprehensive solutions.

Skills

Relationship management

Sales

Business development

Wealth products

Financial planning

Wealth discussions

Analytical skills

Independent decisions

Communication skills

Education

Bachelor's degree or equivalent

Tools

Series 6-63 Licenses

Series 7-63 License

Job description

U.S. Bank is seeking an experienced Wealth Management Banker to serve affluent clients, delivering the full spectrum of banking solutions while collaborating with mortgage, small business banking and personal trust teams.

In this role you will develop, manage, and retain client relationships by proactively engaging assigned and prospective clients, providing tailored wealth guidance and strategic financial planning to grow the book of business.