Senior Wealth Advisor – Advanced Practice Banking

U.S. Bank; Seattle (WA); On-site; USD 125,000 - 152,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Paternity/Maternity Leave

401(k) + employer match

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank seeks an Advance Practice Banker to develop, manage, and retain full-service relationships with affluent clients. You will provide advice, counsel, and high-level service to meet financial needs while ensuring compliance with regulations and credit policies.

This role requires NMLS registration under the SAFE Act, a Bachelor’s degree, and 6+ years in Wealth Management Private Banking. Master’s degree or AWMA/CFP are preferred.

Qualifications

• Bachelor’s degree and over six years of experience in Wealth Management Private Banking
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Develop, manage, and retain full-service relationships with Advanced Practice banking clients
• Provide advice, counsel, and high-level customer service to meet financial needs
• Ensure compliance with banking regulations and credit quality requirements
• Collaborate to solicit, develop, manage, and retain client relationships for Affluent Wealth Management

Job description

U.S. Bank seeks an Advance Practice Banker to develop, manage, and retain full-service relationships with affluent clients. You will provide advice, counsel, and high-level service to meet financial needs while ensuring compliance with regulations and credit policies.

This role requires NMLS registration under the SAFE Act, a Bachelor’s degree, and 6+ years in Wealth Management Private Banking. Master’s degree or AWMA/CFP are preferred.