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U.S. Bank Private Wealth Management Consultant
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-90672149

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U.S. Bank

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  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
  21 Views, 0 Applications  
U.S. Bank Private Wealth Management Consultant

Responsible for developing new business for trust and investment management services. Identifies new client opportunities through internal and external channels, focusing on High Net Worth and Ultra High Net Worth clients, such as corporate executives, business owners and multi-generational family trust. Consults with prospective clients about their financial goals, needs and identifies, and promotes U.S. Bancorp products and services to best meet those needs, as well as expand and retain existing relationships. Follows through with new client until close. Works with internal sources to promote and support new business opportunities. Actively sells appropriate banking products to new and existing customers and refers clients to other U.S. Bancorp business units as appropriate. Maintains an active prospect database. Acts as a mentor and consultant for teammates on business developments, team optimization and market strategy within Private Client Reserve.

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, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.


Basic Qualifications

- Bachelor's degree, or equivalent work experience

- 10 or more years of sales experience in financial sales industry

Preferred Skills/Experience

- Proven new business development and sales skills

- Ability to build partnerships and work as part of a team

- Experience working with High Net Worth or Ultra Net Worth families, doing holistic planning for them

- Experience in income and estate tax considerations, investment structure, asset allocation, banking solutions, philanthropic strategies, concentrated wealth techniques and family legacy advisory services

- Excellent presentation, interpersonal, verbal and written communication skills

- Professional designation preferred, such as CFP, CFA, CPA, CTFA, or JD

- Series 7, 63, life and health insurance licenses a plus

**Job:** Relationship Management

**Primary Location:** CA-CA-Sacramento

**Shift:** 1st - Daytime

**Average Hours Per Week:** 40

**Requisition ID:** 180021450

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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