9,027 Wealth Management jobs in the United States

Manager - Wealth Management

Description

We are seeking a talented manager to support Directors on Family Office client service teams. The role involves leading client relationships, managing day-to-day client engagement activities, and supporting the development of comprehensive wealth plans.

You will

• Manage daily aspects of client engagements within a client service team.
• Develop and implement integrated wealth plans in collaboration with Family Office Services departments.
• Coordinate proactive planning opportunities to enhance client wealth strategies.
• Review clients risk management strategies and supervise insurance program development with external vendors.
• Prepare meeting materials, including agendas and investment analyses.
• Draft and send follow-up emails post-meetings, clarifying understandings and next steps.
• Coordinate follow-up actions, ensuring timely completion of tasks involving internal and external resources.
• Respond promptly to client and advisor communications (within 24 hours).
• Participate in business development activities, including building referral networks and prospect meetings.

You must have

• Strong knowledge of estate planning, executive compensation, taxation, stock options, deferred compensation, and retirement planning.
• Experience supervising the preparation of client meeting materials and follow-up communications.

We want

• CPA with tax compliance and planning experience with UHNW individuals.
• Certified Financial Planner designation or willingness to pursue after employment start.
• Bachelors degree in Accounting, Finance, Law, Economics, or related fields; graduate degree, EA, or CPA highly desirable.

This job posting is active and available.

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1 day ago Be among the first 25 applicants

At Cooney Associates, we are passionate about empowering clients to live their best financial lives . As a locally owned, relationship-first firm, weve built our reputation on trust, service, and outstanding results. Our team delivers comprehensive financial planning and investment strategies in a close-knit and supportive environment. If you thrive in a place where your impact truly mattersand where every client interaction is an opportunity to make a differencewelcome home.

Are you a dynamic professional eager to streamline operations, elevate client experiences, and spark positive change? As our Wealth Management Administrator , youll be at the heart of our firm's daily successworking side-by-side with firm partners and playing a crucial role in our collaborative growth. You will champion process improvement, foster outstanding client service, and ensure smooth business operations while growing alongside a group that deeply values your expertise and initiative.

Core Responsibilities

• Drive Operational Excellence: Implement and refine systems and procedures that underpin our success, ensuring efficiency and compliance.
• Champion Quality: Audit work products to uphold the highest standards of accuracy, service, and professionalism.
• Shape Firm Culture: Be a visible role modelcultivating positivity, teamwork, and alignment with our mission and values.
• Enhance Client Service: Proactively identify and improve processes to deliver exceptional client experiences every time.
• Empower the Team: Provide resources, training, and guidance that raise satisfaction and enable each team member to thrive.
• Steward Communication: Prepare polished correspondence and internal/external reports showcasing our attention to detail.
• Keep Us Organized: Oversee vendor relationships, office management, and maintain meticulous recordsdigital and physical.
• Project & Compliance Coordination: Lead the charge on firmwide projects, ensuring timely completion and compliance with industry regulations.
• Support Growth: Engage in business development initiatives, marketing campaigns, and metrics tracking that propel the firm forward.
• Be Our Software Guru: Optimize the use of CRMs and portfolio systems, resolve issues, and keep the team ahead of the technology curve.

What Were Looking For

• Bachelors degree or equivalent experience in finance, business, or a related discipline.
• At least 3 years in business operations and supervisory roles
• 5+ years of experience in financial services
• 5+ years in administration or operations roles
• Ability to obtain Series 7 and 65 licenses within your first year (insurance licenses a plus).
• Advanced proficiency in Microsoft Office, Redtail CRM, and planning platforms like MoneyGuide and AdvicePay.
• Demonstrated strength in process improvement, project management, and problem-solving.
• A knack for juggling competing priorities, meeting deadlines, and thriving independently.
• Clear, persuasive communicatorboth written and verbal.
• A reputation for discretion, trustworthiness, and always maintaining confidentiality.
• Notary Public certification (or willingness to obtain) is a bonus.
• Salary Range: $65,000$5,000 (commensurate with your experience)
• Medical Insurance and Dental Insurance
• 401(k) Plan with Employer Match
• Profit Sharing
• Bonus Plan
• Office First - Hybrid

Why Youll Love Working Here

We pride ourselves on a culture where respect, growth, and teamwork lead the way. At Cooney Associates, youre never just a numberyour voice counts, your contributions matter, and your passion fuels collective success. We operate in strict compliance with Colorado Labor Law for small businesses and foster a balanced environment where you can flourish personally and professionally.

Take the Next Step

If youre ready to upgrade your career and make a tangible impact, we invite you to submit your resume and a cover lettershare your story, your vision, and your drive. Apply via Indeed or reach out through our website today.

Join us at Cooney Associateswhere your excellence paves the way for our shared achievements.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

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Financial Advisor - Endowments and Foundations

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3 days ago Be among the first 25 applicants

Direct message the job poster from Northwestern Mutual

Wealth Management Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

Build Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

Educate Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

Own Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs.

• 1st Year Incentive Package
• Accelerated Commission Structure
• Renewable Income
• Formalized Bonus Program
• Reimbursement for insurance licensing, SIE, Series 7, CFP, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• Bachelors Degree
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Us

For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyones different viewpoints bring new successes!

• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
• $224 billion (retail investment client assets held or managed)

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid maternity leave

Disability insurance

Paid paternity leave

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Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Plans, organizes, directs, and controls the Regional Wealth Management Teams. Working through Regional Managers and other direct reports, the incumbent is responsible for the growth and development of the division while optimizing revenue and profitability.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Manages multidisciplinary wealth teams throughout the bank's footprint. Teams include Private Bankers, Trust Advisors, Wealth Advisors, and Sr. Investment Consultants.
• Ensures that Teams are delivering comprehensive, holistic wealth management approach to high net worth clientele. As a senior manager of the bank, participates in formulating, implementing, and administering strategic bank-wide initiatives. Formulates and administers bank-wide policies and develops long range goals.
• In conjunction with the Bank's strategic plan, determines the structure, direction, and policies of the division. In conjunction with other senior managers, determines appropriate markets, product mix, and client qualifications for Wealth Management.
• Drives banking and investment revenue through multi-disciplined Wealth Management teams including fiduciary, advisory, investment, and banking professionals.
• Develops, implements, and controls the budget for the division.
• Accountable for achieving established sales, revenue, and expense goals to meet the division's and bank's performance expectations. This must be accomplished within the framework of the bank's credit, trust, and investment policies to realize portfolio objectives in terms of type and size of loans, interest rates, terms, and risk tolerance.
• Coordinates with other lines of business managers to set strategies for achieving agreed upon goals for their line of business, including the sale of Wealth Management products within Regional Wealth teams.
• Promotes the company and enhances business development opportunities through participation in community and civic activities.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

Manages employees and is responsible for the overall direction, coordination and evaluation of this unit and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, and mentoring subordinate managers and employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Requires a bachelor's degree, preferably in Business, Finance, or Accounting. Prefer an MBA or post graduate study in the banking field
• Minimum 10 years of management experience in banking and/or Wealth Management services for high net worth clients
• FINRA Series 7, 24, 63, and 66 preferred
• Certified Financial Planner designation preferred
• An equivalent combination of education and related experience and/or training may be considered
• Advanced knowledge of banking industry, including products, securities, and financial planning services, as well as applicable laws and regulations governing the industry
• Advanced communication, presentation and training skills
• Advanced customer service, analytical, and organizational skills
• Ability to work effectively with all levels of personnel
• Advanced computer skills, including Microsoft Office products

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate a keyboard if required to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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Wealth Management Advisor

Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.

Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA.

Deeply curious with a demonstrated ability to uncover the needs of the client.

Giving and receiving constructive feedback are hallmarks of your character.

Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.

Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.

Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.

Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.

Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Key Responsibilities and Duties

• The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.

• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.

• All licenses must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required

• 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or

• Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2025-07-31

Base Pay Range: $92,000/yr - $110,000/yr

Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we?re a market-leading retirement company fueled by world-class asset management. But we?re not just another legacy financial services firm. We?re fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here ( .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

For Applicants of TIAA Global Capabilities, click here ( .

For Applicants of Nuveen residing in Europe and APAC, please click here ( .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

• For Applicants of TIAA Global Capabilities, click here ( .

• For Applicants of Nuveen residing in Europe and APAC, please click here ( .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (

Pay Transparency

Philadelphia Ban the Box (

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Description
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to
You know what's awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.
Job Description:
1. Answering phones/delivering messages
2. Scheduling client reviews and updating any changes prior to the client meeting
3. Client Reporting: Orion Software - (We will train)
4. Cash Balance Reports review with registered advisor/ monthly
5. Investment Policy Questionnaires with clients and recording results
6. ACH/ Money Movement between accounts or institutions
7. New Account Opening/Ongoing Maintenance
8. First point of contact and return client service requests
9. 529 College distributions to university payment centers
10. Client indirect marketing/ birthday gifts, center of influence small events, etc
11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class Reviews, etc
12. Working closely with our custodian Raymond James on operations requirements
13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system
14. Master user of the team calendar: Redtail CRM software
This candidate must be detail orientated. As a small business the position has many robust roles; outside of the box thinking is a encouraged. An energetic candidate will be rewarded as we continue to educate and reward financially.
Requirements
To apply to this hybrid role please send your resume to
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Wealth Management Specialist
Beverly Hills, California
**To proceed with your application, you must be at least 18 years of age.**
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Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE ACT Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
+ Possess and demonstrate strong communication skills
+ Demonstrate an understanding of how to deliver a strong overall client experience
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
+ Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
+ Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
+ Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth
**Responsibilities:**
+ Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
+ Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
+ Documents client interactions and provides team members with time sensitive updates
+ Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
+ Provides advice and assists with training for team members
**Skills:**
+ Account Management
+ Business Acumen
+ Customer Service Management
+ Client Management
+ Portfolio Management
+ Referral Identification
+ Referral Management
+ Relationship Building
+ Administrative Services
+ Process Simplification
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
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
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation 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 (some may vary based on role, location or hours):
+ 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
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 the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

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 Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
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
- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
- Series 6-63 or Series 7-63 licenses
Preferred Skills/Experience
- Strong relationship management, sales, and business development skills
- Moderate understanding of Wealth products and offerings
- Strong competency in Financial Planning
- Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation 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 (some may vary based on role, location or hours):
+ 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
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 the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**