Affluent Wealth Advisor | Private Banking

U.S. Bank; Westminster (CO); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank seeks a Wealth Management Banker for affluent clients to deliver a full spectrum of bank products and services. You will build and maintain relationships by understanding client goals and offering personalized wealth solutions, including collaboration with mortgage, trust, and business services.

The role requires NMLS registration under SAFE Act, strong communication skills, and a track record in wealth management. This is a full-time, on-site position with competitive benefits.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of Wealth Management private banking or senior financial services experience.
• Licenses: Series 6-63 or Series 7-63.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Collaborate with mortgage, small business banking, and personal trust services.
• Provide expert advice and counsel on wealth management needs and goals.
• Identify opportunities to expand the book of business.

Skills

Relationship management

Sales

Business development

Financial planning

Communication skills

Education

Bachelor’s degree or equivalent

Series 6-63 or Series 7-63 licenses

Job description

U.S. Bank seeks a Wealth Management Banker for affluent clients to deliver a full spectrum of bank products and services. You will build and maintain relationships by understanding client goals and offering personalized wealth solutions, including collaboration with mortgage, trust, and business services.

The role requires NMLS registration under SAFE Act, strong communication skills, and a track record in wealth management. This is a full-time, on-site position with competitive benefits.