Advanced Practice Wealth Banker - Columbus and West Cleveland

U.S. Bancorp
Ohio
Workplace: OnsiteFull timeUSD 118,170 - 144,430 annuallyFunction: Banking, Lending & CreditExperience: 8+ yearsEducation: bachelorsSkills: []

Develop, manage, and retain full-service relationships with advanced practice banking clients within Affluent Wealth Management. Provide advice and high-level service to support clients’ financial needs while ensuring compliance with banking regulations, policies, and credit quality requirements. Collaborate to solicit and grow client relationships, drive revenue through wealth discussions, and build internal/external Centers of Influence. Requires NMLS registration under the S.A.F.E. Act and Series 6/7 licenses.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Advanced Practice Wealth Banker - Columbus and West Cleveland

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Last checked: 6 hours agoStatus: Live

Job Summary

Develop, manage, and retain full-service relationships with advanced practice banking clients within Affluent Wealth Management. Provide advice and high-level service to support clients’ financial needs while ensuring compliance with banking regulations, policies, and credit quality requirements. Collaborate to solicit and grow client relationships, drive revenue through wealth discussions, and build internal/external Centers of Influence. Requires NMLS registration under the S.A.F.E. Act and Series 6/7 licenses.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop, manage, and retain full-service relationships with advanced practice banking clients.
  • •Provide advice, counsel, and high-level customer service to meet clients’ financial needs.
  • •Support standards for managing net portfolio in a way that ensures compliance with banking regulations, policies, and credit requirements.
  • •Share responsibility for soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management.
  • •Engage in wealth discussions and build Centers of Influence internally and externally to drive revenue.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption AssistancePregnancy Disability

Key Requirements

  • •Bachelor’s degree and 8+ years of experience in Wealth Management Private Banking.
  • •Series 6-63 or Series 7-63 licenses.
  • •NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • •Advanced competency in Financial Planning with strong understanding of wealth products and offerings.
  • •Ability to engage clients in wealth discussions to grow book of business and establish Centers of Influence.
Experience:8+ years
Education:Bachelor's
Licenses:Series 6-63Series 7-63
Certifications:CFPAWMA

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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