Wm Affluent Banker - El Cajon, Ca

U.S. Bank

El Cajon, CA, US
Base: $98,345.00 - $115,700.00; bonus/equity: not ...
**
Five or more years of experience
Strong relationship management skills
Ability to engage in wealth discussions
** U.S. Bank is seeking an Affluent Wealth Management Banker in El Cajon, CA, to enhance the affluent client experience by managing and developing client relationships. The ideal candidate will possess significant experience in wealth management and a strong skill set in relationship management, sales, and financial planning. **

Job Summary

  • At U.S. Bank, we’re on a journey to help customers and businesses make smarter financial decisions.
  • The Affluent Wealth Management Banker is responsible for the overall affluent client experience.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

Match Score: 75

** U.S. Bank is seeking an Affluent Wealth Management Banker in El Cajon, CA, to enhance the affluent client experience by managing and developing client relationships. The ideal candidate will possess significant experience in wealth management and a strong skill set in relationship management, sales, and financial planning. **

Salary

Base: $98,345.00 - $115,700.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Five or more years of experience
  • Strong relationship management skills
  • Ability to engage in wealth discussions

Nice-to-have

  • Demonstrated expertise in financial planning
  • Well-developed analytical skills
  • Effective writing and presentation skills

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Series 6-63 or Series 7-63 licenses
  • Moderate understanding of Wealth products

Work Rights

Not specified

Tailored Resume

Cover Letter