Affluent Wealth Manager - Strategic Financial Partner

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Disability insurance

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full spectrum of banking solutions and build lasting client relationships. This role requires Series 6-63 or Series 7-63 licenses, a Bachelor's degree or equivalent, and several years in wealth management.

You will collaborate with mortgage, small business banking and personal trust teams to serve high-net-worth clients, while ensuring compliance and excellent service standards across accounts.

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 by providing expert advice and solutions.
• Collaborate with mortgage, small business banking and personal trust services to deliver full spectrum wealth products.
• Identify client needs and offer tailored product and service recommendations.

Skills

Relationship management

Sales

Business development

Wealth planning

Communication

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver a full spectrum of banking solutions and build lasting client relationships. This role requires Series 6-63 or Series 7-63 licenses, a Bachelor's degree or equivalent, and several years in wealth management.

You will collaborate with mortgage, small business banking and personal trust teams to serve high-net-worth clients, while ensuring compliance and excellent service standards across accounts.