Senior Wealth Management Consultant
2 weeks ago
At U.S. Bank, we are committed to excellence in serving our clients. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth within the communities we serve.
We recognize that our collective success relies on the unique contributions of each team member. A career with U.S. Bank opens doors to a diverse array of opportunities, allowing you to explore your strengths and passions from the very start.
Key Responsibilities:As a pivotal member of our team, you will be responsible for nurturing and expanding relationships with high net worth clients. Your role will involve assembling a dedicated team of Banking, Trust, and Investment specialists to ensure that client expectations are not only met but exceeded.
The ideal candidate will possess extensive experience in the financial sector, adept at navigating complex wealth management scenarios and providing strategic guidance across all facets of Wealth Management.
Requirements:This position mandates registration with the National Mortgage Licensing System (NMLS) in accordance with the S.A.F.E. Act of 2008 and Regulation Z. Candidates will undergo a thorough registration process, including background and credit evaluations. Maintaining compliance with NMLS standards is essential for continued employment.
Basic Qualifications:- Bachelor's degree or equivalent professional experience
- A minimum of 10 years in wealth management for high and ultra-high net worth clients
- Exceptional skills in relationship management, networking, and business development
- Proven ability to drive business growth
- Comprehensive knowledge of U.S. Bancorp's Banking, Trust, and Investment offerings
- Collaborative mindset to address unique client needs
- Strong analytical and problem-solving capabilities
- Excellent communication skills, both written and verbal
- Capacity to make independent, critical decisions
- Professional designations such as CFA or CFP are advantageous
This role offers a hybrid work schedule, requiring in-office attendance for three or more days per week, with flexibility for remote work on other days.
Benefits:Our comprehensive benefits package is designed to support the well-being of our employees and their families, promoting health, financial security, and peace of mind. Benefits include:
- Healthcare (medical, dental, vision)
- Life insurance options
- Disability coverage
- Parental leave and pregnancy disability benefits
- 401(k) and employer-funded retirement plans
- Paid vacation (ranging from two to five weeks based on tenure)
- Up to 11 paid holidays
- Adoption assistance
- Sick and Safe Leave accruals
U.S. Bank is an equal opportunity employer, dedicated to fostering a diverse workforce. We welcome all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
For more information about our commitment to diversity and inclusion, please refer to our EEO policies.
U.S. Bank participates in the E-Verify program to ensure employment eligibility in the United States.
Compensation details are based on the primary location of the role and may vary based on specific circumstances.
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