Senior Private Wealth Advisor & Relationship Architect

U.S. Bank; Worthington (OH); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability (short-term & long-term)

Parental leave

401(k) and retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an Advance Practice Banker to develop and retain full-service relationships with affluent clients, delivering high-level financial guidance within Wealth Management. This role requires Series 6-63 or Series 7-63 licenses and NMLS registration.

A Bachelor’s degree and 8+ years in wealth management, with advanced planning knowledge and client relationship skills, are expected; a Master’s degree is preferred.

Qualifications

• Bachelor’s degree and 8+ years of experience in Wealth Management Private Banking
• Series 6-63 or Series 7-63 licenses are required
• NMLS registration is required under SAFÉ Act and Reg Z

Responsibilities

• Develop, manage, and retain full-service relationships with Advanced Practice banking clients
• Provide high-level financial guidance and planning aligned with client needs
• Support wealth management activities and ensure regulatory compliance

Skills

Wealth management

Client relationships

Financial planning

AWMA/CFP

NMLS licensing

Education

Bachelor’s degree

Master’s degree preferred

Job description

U.S. Bank seeks an Advance Practice Banker to develop and retain full-service relationships with affluent clients, delivering high-level financial guidance within Wealth Management. This role requires Series 6-63 or Series 7-63 licenses and NMLS registration.

A Bachelor’s degree and 8+ years in wealth management, with advanced planning knowledge and client relationship skills, are expected; a Master’s degree is preferred.