U.S. Bank Wealth Management Consultant in San Francisco, California
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
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.
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com (https://careers.usbank.com/global/en/benefits) .
EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) 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) .
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $160,480.00 - $188,800.00 - $207,680.00
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
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.