Affluent Wealth Management Advisor

US Bank; Johnstown (CO); On-site; USD 91,000 - 112,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Banker to deliver superior affluent client experiences.

You will develop, manage, and retain relationships across the wealth spectrum, coordinating with mortgage, small business banking and personal trust services to provide holistic solutions. The role requires a Bachelor's degree or equivalent, 5+ years in wealth management or senior financial services, and Series 6-63 or 7-63 licenses.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years of wealth management private banking or senior financial services experience.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop and retain affluent client relationships through proactive contact.
• Collaborate with mortgage, small business banking and personal trust services to deliver comprehensive solutions.
• Provide expert advice and counsel on affluent wealth banking relationships, tailoring recommendations to client needs.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth discussions

Analytical thinking

Independent decision making

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Wealth Management Banker to deliver superior affluent client experiences.

You will develop, manage, and retain relationships across the wealth spectrum, coordinating with mortgage, small business banking and personal trust services to provide holistic solutions. The role requires a Bachelor's degree or equivalent, 5+ years in wealth management or senior financial services, and Series 6-63 or 7-63 licenses.