Wealth Management Professional
6 days ago
At U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Banker, you'll play a critical role in delivering exceptional client experiences and driving business growth.
About the RoleThis position is responsible for developing and managing relationships with affluent clients, providing expert advice on wealth management and investment strategies, and identifying opportunities to deliver U.S. Bank's full range of products and services.
Key Responsibilities- Develop and maintain strong relationships with affluent clients, understanding their financial goals and objectives
- Provide expert advice on wealth management and investment strategies, including asset allocation and portfolio management
- Identify opportunities to deliver U.S. Bank's full range of products and services, including mortgage, small business banking, and personal trust services
- Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth
- Bachelor's degree or equivalent work experience
- Seven or more years of experience in Wealth Management private banking
- Series 6-63 or Series 7-63 licenses
- Strong relationship management, sales, and business development skills
- Significant understanding of Wealth products and offerings
- Advanced competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
U.S. Bank offers a comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation, up to 11 paid holiday opportunities, adoption assistance, and sick and Safe Leave accruals.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status.
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