U.S. Bank Wealth Management Consultant in Milwaukee, Wisconsin
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.
The Wealth Management Consultant is responsible for developing new business for U.S. Bank Wealth Management (Wealth) and identifying prospective new client opportunities for U.S. Bank Corporate and Commercial Bank (CCB). This position will not have ongoing client management responsibilities. Identifies, cultivates and develops trusting relationships with CCB relationship managers and leaders that can serve as referral sources in the client acquisition process. Serves as primary point of contact for Wealth with a selected group of CCB relationship managers, providing sales and marketing strategies and support, coaching towards introductions. Pre-qualifies prospective clients in order to identify most appropriate Wealth segment and client team to most successfully acquire client and meet their needs and expectations. Works closely with Wealth client service team to provide an expeditious and efficient transition of prospective clients introduced by CCB, as well as continuing to follow through with new client until close. Maintains an active prospect database, along with marketing and introductory strategies for every contact and owner of CCB clients, documented in Wealth CRM system. Proactively identifies Wealth clients and contacts who serve as influencers or owners of businesses that would be prospective clients of CCB, and, working with the Wealth client service team, facilitates the introductions with the most appropriate CCB relationship manager. Markets externally to centers of influence with CCB relationship managers to help build awareness and generate new leads and introductions of prospective clients. Attends and participates in CCB sales meetings, events, and other activities that promote business development. Acts as a mentor and consultant for teammates on business development, team optimization and market strategy within U.S. Bank Wealth Management.
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
Typically 10 or more years of banking/wealth management/relationship management experience
Typically three or more years of demonstrated experience in coaching partners for referrals, introductions and business development
Experience working with High Net Worth individuals and families doing holistic planning
Well-developed leadership abilities and strategic management skills
Knowledges of unit and relation to industry
Effective verbal and written communication skills
Well-developed analytical, decision-making and problem-solving skills
Ability to frequently travel to neighboring markets to meet with CCB relationship managers and leaders, and prospective clients
Graduate degree and/or professional designation such as CFP, CFA, CPA, CTFA, or JD preferred
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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) EEO poster.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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.