Job DescriptionThe Emerging Affluent Regional Lead manages a team of licensed advisors in their designated region. The segment is branded as Wealth Connect and focus on clients with less than $250k in investable assets. Regional Managers are responsible for managing and leading our Wealth Connect Advisors, and growing the market share of our emerging affluent within the West region. This role will interact internally with other lines of business market & region leaders to raise awareness and drive referrals for this segment. They will also supervise the activities of the advisors that report to them.
Basic Qualifications
-FINRA SIE, Series 7, Series 63, and Series 24 licenses
-Typically has a bachelor's degree or equivalent in Accounting, Finance or other related field
-10 or more years of Investment experience, preferably Wealth experience with five or more years experience in a managerial capacity
-Thorough knowledge of securities markets and investment products
Preferred Skills/Experience
-Excellent interpersonal, verbal and written communication skills, exceptional client facing skills with clients
-Extensive knowledge of wealth business and U.S. Bank products and services
-Expert knowledge of consumer credit and experience with Principal Supervision
-Strong leadership abilities and strategic management skills
-Excellent presentation, verbal, and written communication skills
-Strong analytical, decision-making, and problem-solving skills
-Considerable tact, diplomacy, and people skills
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:
- 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
Review our full benefits available by employment status here.
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: $158,310.00 - 193,490.00
Posting may be closed earlier due to high volume of applicants. 
