Emerging Affluent California Region Leader
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-14
Listing for:
U.S. Bank
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Tempe, AZtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
August 28, 2026 (30+ days left to apply) job requisition :
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.##
** Job Description
** The Emerging Affluent Regional Lead manages the sales efforts in their designated region. Regional Managers are responsible for managing, leading and oversight of Investment Advisors and Sales Associates, whose focus is to work with clients within this segment on advisory products and services.
They will work to grow the market share of our emerging affluent clients by partnering with line of business leaders within the region to source and refer opportunities to their Wealth Connect team. They are responsible for the supervision of the advisors in their reporting structure. Additionally, they may take on key national partnerships to increase connectivity and grow sources of new referrals.
Basic Qualifications
-Bachelor’s degree or equivalent in Accounting, Finance or other related field
-10 to 15 or more years of Investment experience, preferably Wealth experience, with at least 5 years’ experience in a managerial capacity
-FINRA SIE, Series 7, Series 66, and Series 24 licenses
Preferred Qualifications
-Thorough knowledge of securities markets and investment products
-Excellent interpersonal, verbal and written communication skills, exceptional client facing skills with clients
-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
-Excellent presentation, verbal, and written communication skills
-Strong analytical, decision-making, and problem-solving skills
-Considerable tact, diplomacy, and people skills
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.
** Benefits:
** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. 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 (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 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.
** E-Verify
** 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.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on…
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