Emerging Affluent West Region Leader

Job Description

The Emerging Affluent Regional Lead manages a team of licensed advisors in the designated region. The segment is branded as Wealth Connect and focuses on clients with less than $250,000 in investable assets. Regional Managers are responsible for managing and leading Wealth Connect Advisors, growing market share of emerging affluent clients within the West region, and interacting internally with other lines of business, market and region leaders to raise awareness and drive referrals.

They also supervise the daily activities of advisors who report to them.

• FINRA SIE, Series 7, Series 63, and Series 24 licenses
• Typically holds a bachelor’s degree or equivalent in Accounting, Finance or a related field
• 10 or more years of investment experience, preferably wealth experience with five or more years in a managerial capacity
• Thorough knowledge of securities markets and investment products

• Excellent interpersonal, verbal and written communication skills with a client‑facing focus
• Extensive knowledge of wealth business and U.S. Bank products and services
• Expert knowledge of consumer credit and experience with Principal Supervision
• Strong leadership abilities and strategic management skills
• Strong analytical, decision‑making and problem‑solving skills
• Considerable tact, diplomacy and people skills

• 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 (two to five weeks based on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accrued at one hour for every 30 worked hours, up to 80 hours per calendar year unless otherwise provided by law

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 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. The program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. Actual pay may vary by location. Pay range: $ – $. In addition to salary, U.S. Bank offers a comprehensive benefits package including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (subject to eligibility).

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks will be conducted in accordance with local laws, the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, the San Francisco Fair Chance Ordinance, and federal guidelines such as FINRA, NMLS, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, and the SAFE Act.