Affluent Wealth Management Advisor

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Safe leave

Job summary

U.S. Bank is seeking a Wealth Management Banker to enhance the affluent client experience by coordinating with mortgage, small business banking and personal trust services to deliver integrated solutions.

You will grow and manage an affluent client base, offering tailored wealth strategies and financial guidance. The role requires deep relationship skills, licensure (Series 6-63/7-63) and a proactive, client-centric approach to drive growth and service excellence within U.S.

Qualifications

• Bachelor's degree or equivalent work experience
• Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
• Series 6-63 or Series 7-63 licenses

Responsibilities

• Develop, manage and retain affluent client relationships.
• Collaborate with mortgage, small business banking and personal trust services.
• Provide expert wealth advisory aligned with client goals.

Skills

Relationship management

Wealth products

Financial planning

Client engagement

Analytical skills

Decision making

Communication skills

Education

Bachelor's degree or equivalent

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking a Wealth Management Banker to enhance the affluent client experience by coordinating with mortgage, small business banking and personal trust services to deliver integrated solutions.

You will grow and manage an affluent client base, offering tailored wealth strategies and financial guidance. The role requires deep relationship skills, licensure (Series 6-63/7-63) and a proactive, client-centric approach to drive growth and service excellence within U.S.