Affluent Wealth Manager & Client Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank in Colorado seeks a Wealth Management Banker to oversee affluent client experiences and coordinate across mortgage, small business banking, and personal trust services. You will develop, manage and retain client relationships, and provide expert wealth advice to meet clients' needs.

The role requires NMLS registration (SAFE Act) and a background/credit check. Strong relationship, sales, and financial planning skills are essential to grow a high-value book of business.

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 Wealth Management client relationships by proactively engaging assigned and prospective clients.
• Provide expert advice and counsel in wealth banking by understanding client needs and proposing product and service solutions.
• Collaborate with mortgage, small business banking and personal trust services to deliver full-spectrum offerings.

Skills

Relationship management

Sales

Business development

Financial planning

Communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Colorado seeks a Wealth Management Banker to oversee affluent client experiences and coordinate across mortgage, small business banking, and personal trust services. You will develop, manage and retain client relationships, and provide expert wealth advice to meet clients' needs.

The role requires NMLS registration (SAFE Act) and a background/credit check. Strong relationship, sales, and financial planning skills are essential to grow a high-value book of business.