U.S. Bank PWM Private Wealth Consultant - NMLS in COLUMBUS, Ohio
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.
Bachelor's degree, or equivalent work experience
10 or more years of sales experience in financial sales industry
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: Ohio-OH-Columbus
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180039824
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.