Wealth Management Advisor — Affluent Clients

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

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Retirement plan

Paid time off

Disability insurance

Employee assistance program

Descripción de la vacante

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to deliver comprehensive client experiences and coordinate across mortgage, small business banking, and personal trust services.

You will manage and grow relationships through proactive client engagement, guided by clients' needs and goals in wealth planning. The role requires NMLS registration under the SAFE Act with background and credit checks.

Formación

• Bachelor's degree or equivalent work experience
• Five+ years in Wealth Management or private banking
• Series 6-63 or Series 7-63 licenses

Responsabilidades

• Develop, manage, and retain affluent client relationships by delivering full spectrum wealth management solutions
• Advise on wealth products and services with focus on client needs and goals
• Collaborate with mortgage, small business banking and personal trust services to coordinate client solutions

Conocimientos

Relationship management

Sales

Business development

Wealth planning

Communication

Educación

Bachelor's degree or equivalent work experience

Descripción del empleo

U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to deliver comprehensive client experiences and coordinate across mortgage, small business banking, and personal trust services.

You will manage and grow relationships through proactive client engagement, guided by clients' needs and goals in wealth planning. The role requires NMLS registration under the SAFE Act with background and credit checks.