Advanced Practice Wealth Management Banker

Job Description

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 in a manner that ensures compliance with banking regulations, policies, and procedures, credit quality, and credit policy requirements. Has shared responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management.

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 Private Banking
• Series 6-63 or Series 7-63 licenses

• Master’s degree preferred
• Additional professional designations, e.g., AWMA or CFP
• Advanced competency in financial planning, with significant understanding of wealth products and offerings
• Demonstrated ability to engage in wealth discussions with clients to drive significant increases in books of business and establishment of Centers of Influence, both internally and externally, to drive revenue

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include the following:

• 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 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 here.

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 E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range: $98,175.00 - $. The actual range may differ based on the location of the role.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws and federal regulations. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics, Business Conduct, and related workplace conduct and safety policies.

If there’s 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.