Affluent Wealth Management Banker
Listed on 2026-07-22
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at—all from Day One.
As a Wealth Management Banker in the affluent segment, you will manage the overall affluent client experience, ensuring collaboration of relevant entities to deliver the full spectrum of U.S. Bank products and services. You will identify and coordinate with specialists such as mortgage, small business banking, and personal trust services. Responsibilities include developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact with assigned and prospective clients.
You will provide expert advice and counsel on affluent wealth banking client relationships by building an understanding of clients’ needs and goals and recommending product and service solutions.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements may result in rescission of your offer or termination of employment.
Basic Qualifications- Bachelor’s degree, or equivalent work experience
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in engaging in wealth discussions with clients to drive strong growth in book of business
- Well-developed analytical and problem‑solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to disability accommodations for applicants.
BenefitsOur approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. The benefits include:
- 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 (from two to five 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
Review our full benefits available by employment status.
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.
The salary range reflects figures based on the primary location. The actual range for the role may differ based on the location of the role. 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 (all benefits are subject to eligibility requirements). Pay Range: $98,280.
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.
Posting may be closed earlier due to high volume of applicants.
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