Affluent Wealth Advisor & Planning Specialist

U.S. Bank; Colorado Springs (CO); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver a full spectrum of products and services. You will focus on building and retaining relationships, delivering expert guidance, and coordinating with mortgage, small business banking, and trust services to meet client goals.

The role requires NMLS registration and a strong ability to drive growth in a high-net-worth book of business, with a focus on trust and financial planning acumen.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five or more years of experience in Wealth Management or private banking.
• Series 6-63 or Series 7-63 licenses are required.

Responsibilities

• Develop, manage, and retain affluent client relationships across Wealth Management.
• Provide expert advice and guidance on wealth solutions based on client goals.
• Collaborate with mortgage, small business banking and personal trust services to deliver full-spectrum offerings.

Skills

Relationship mgmt

Sales & biz dev

Wealth products knowledge

Financial planning

Wealth discussions

Analytical skills

Decision making

Communication skills

Education

Bachelor's degree

Series 6-63 or 7-63 licenses

Job description

U.S. Bank is seeking a Wealth Management Banker for the affluent segment to deliver a full spectrum of products and services. You will focus on building and retaining relationships, delivering expert guidance, and coordinating with mortgage, small business banking, and trust services to meet client goals.

The role requires NMLS registration and a strong ability to drive growth in a high-net-worth book of business, with a focus on trust and financial planning acumen.