Emerging Affluent California Region Leader
$143,905–$169,300 year
On-site · Tempe, Arizona, United States
Job Summary
Emerging Affluent Regional Lead at U.S. Bank oversees sales efforts in the designated region, supervises Investment Advisors and Sales Associates, collaborates with line-of-business leaders to source and refer opportunities to the Wealth Connect team, and may assume key national partnerships to grow referrals. This role requires extensive investment experience, strong leadership and client-facing skills, deep knowledge of wealth products and services, and the ability to supervise advisory staff while driving regional growth and collaboration across business partners.
Required Qualifications
- Bachelor’s degree or equivalent in Accounting, Finance or other related field
- FINRA SIE, Series 7, Series 66, and Series 24 licenses
- 10 to 15 or more years of Investment experience, preferably Wealth experience, with at least 5 years’ experience in a managerial capacity
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