Wealth Management Advisor for Affluent Clients

Us Bank; Charlotte (NC); On-site; USD 80,000 - 98,000; Full time

Job summary

U.S. Bank seeks a Wealth Management Banker for the affluent segment to deliver a premier client experience and coordinate across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain affluent relationships by understanding client needs and goals, offering full-spectrum banking solutions, and collaborating with internal experts to grow the book of business. National scope with guidance on regulatory standards and strong emphasis on compliant client

Qualifications

• Bachelor's degree or equivalent work experience required.
• Up to three years of Wealth Management/private banking or financial services experience.
• Series 6-63 or Series 7-63 licenses required.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert wealth management advice based on client needs and goals.
• Collaborate with mortgage, small business banking, and personal trust teams.
• Ensure full spectrum of U.S. Bank products and services are offered.

Skills

Relationship management

Sales skills

Business development

Analytical skills

Decision making

Communication skills

Education

Bachelor's degree or equivalent experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank seeks a Wealth Management Banker for the affluent segment to deliver a premier client experience and coordinate across mortgage, small business banking, and personal trust services.

You will develop, manage, and retain affluent relationships by understanding client needs and goals, offering full-spectrum banking solutions, and collaborating with internal experts to grow the book of business. National scope with guidance on regulatory standards and strong emphasis on compliant client