Advanced Practice Wealth Management Banker

Role Overview

The Advance Practice Banker (APB) is responsible for developing, managing, and retaining full‑service relationships with Advanced Practice banking clients. Provides advice, counsel, and high‑level customer service to meet the financial needs of clients. Supports standards for managing net portfolio to ensure compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management.

Position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation

Z.

• Typically has a Bachelor’s degree and over six years of experience in Wealth Management or Private Banking.
• Series6-63 or Series7-63 licenses.

• Master’s degree preferred.
• Additional professional designations, such as AWMA or CFP.
• Advanced competency in financial planning with a significant understanding of wealth products and offerings.
• Demonstrated expertise in engaging in wealth discussions with clients to drive significant increase in book of business and establishment of significant Centers of Influence both internally and externally to drive revenue.

• Healthcare (medical, dental, vision)
• 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 (2–5 weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (subject to eligibility requirements)

$98,175.00 – $ (based on the primary location; may differ by role location)

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories.

Applicants must comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Background checks will be conducted in accordance with applicable local laws and may involve additional regulatory requirements such as FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and other federal guidelines.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank will consider qualified applicants with arrest or conviction records for employment.

If there is anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.