Wealth Management Banker: Affluent Client Advisor

U.S. Bank; Redmond (OR); On-site; USD 86,360 - 101,600; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation starting from two weeks

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Banker to manage affluent client relationships and provide proven banking advice. This role ensures collaboration with experts in various banking services to deliver comprehensive financial solutions.

Ideal candidates will have a minimum of five years in Wealth Management and licenses like Series 6-63 or Series 7-63. The position offers a robust benefits package and a supportive environment focused on employee well-being.

Qualifications

• Minimum of five years of experience in Wealth Management private banking or senior-level financial services.
• Strong competency in wealth product offerings.
• Ability to engage in wealth discussions to drive business growth.

Responsibilities

• Manage and retain client relationships for Affluent Wealth Management.
• Provide expert advice on client wealth needs and goals.
• Collaborate with relevant entities to offer full range of U.S. Bank products.

Skills

Relationship management

Sales

Business development

Financial Planning

Analytical skills

Education

Bachelor's degree or equivalent work experience

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker to manage affluent client relationships and provide proven banking advice. This role ensures collaboration with experts in various banking services to deliver comprehensive financial solutions.

Ideal candidates will have a minimum of five years in Wealth Management and licenses like Series 6-63 or Series 7-63. The position offers a robust benefits package and a supportive environment focused on employee well-being.