Emerging Affluent West Region Leader

Job Overview

The Emerging Affluent Regional Lead manages a team of licensed advisors in the West region. The segment is branded as Wealth Connect and focuses on clients with less than $250k in investable assets.

• Lead and develop the Wealth Connect Advisors in your region.
• Grow market share of emerging affluent clients in the West region.
• Collaborate with other lines of business, market and region leaders to raise awareness and generate referrals.
• Supervise the day‑to‑day activities and performance of the advisors reporting to you.
• Drive coaching, training and performance management to ensure client satisfaction and regulatory compliance.

• FINRASIE, Series7, Series
  63 and Series
  24 licenses.
• Bachelor’s degree or equivalent in Accounting, Finance, or related field.
• 10+ years of investment experience, preferably in wealth, with at least five years in a managerial capacity.
• Thorough knowledge of securities markets and investment products.

• Excellent interpersonal, verbal and written communication skills.
• Extensive knowledge of wealth business and U.S.Bank products and services.
• Expertise in consumer credit and principal supervision.
• Strong leadership, strategic management and coaching abilities.
• Excellent presentation and written communication skills.
• Strong analytical, decision‑making and problem‑solving skills.
• Diplomacy, tact and people skills.

• Health, dental and vision insurance.
• Basic and optional term life insurance.
• Short‑term and long‑term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer‑funded retirement plan.
• Paid vacation (two to five weeks depending on salary grade and tenure).
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Paid Sick and Safe Leave (one hour per 30 worked hours, up to 80 hours per year).
• Equity stock purchase plan, 401(k) contribution and pension (subject to eligibility).

$–$ (range may vary by location).

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.