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U.S. Bank · 4 days ago

Affluent Wealth Management West Region Development Manager

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

$120K/yr - $141K/yr

5+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Affluent Wealth Management West Region Development Manager will contribute to the growth of the Affluent Wealth Management Strategy by working with various teams to enhance productivity and revenue through education and coaching.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers

Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices

Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations

Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy

Leverages internal and external partners and product providers to deliver value-added content and product training

Significant travel required

Qualification

FINRA 765/66 licensesComprehensive financial planningWealth Management best practicesAnalytical skillsLeadership skillsProject management skillsPC skillsBanking operationsU.S. Bancorp productsInterpersonal skillsPresentation skillsVerbal communicationWritten communicationOrganizational skills