Relationship Advisor - Wealth & Business Banking

Jobtailor; Brighton (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced financial professional to grow a defined book of affluent clients. You will deliver tailored banking and investment guidance, coordinate with partners, and expand cross-sell opportunities while ensuring compliance and accurate documentation.

This role emphasizes proactive relationship growth, rigorous risk oversight, and a strong focus on customer outcomes across deposits, investments, credit, and lending products.

Qualifications

• 4+ years of customer service experience or equivalent
• 3+ years of experience building and maintaining relationships with customers and partners
• 3+ years of experience recommending financial products and translating goals into actionable recommendations
• Experience proactively sourcing and deepening customer relationships
• Experience managing a book of business and documenting planning conversations
• Experience coaching peers
• Clear and confident communication and empathetic listening
• FINRA Series 6 and 63 exams or equivalents for FINRA registration
• State Insurance licenses active or completed
• SIE exam required for FINRA qualifications
• FINRA Series 65 within applicable states including Nebraska
• SAFE registration required at employment

Responsibilities

• Acquire new affluent consumer and business customers and deepen relationships through outreach, referrals, and appointments
• Conduct discovery-driven conversations to understand goals and provide tailored banking and credit strategies
• Serve as the primary financial partner with multi-product guidance and ongoing reviews
• Own and grow a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Support everyday banking needs, including opening accounts and service requests
• Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
• Promote digital adoption of self-service and mobile banking
• Advise branch colleagues on relationship development and complex client needs
• Maintain documentation, exercise sound judgment, accelerate issues, and follow policies and regulations

Skills

Customer Relationship Management

Financial Product Recommendations

Book Of Business Management

FINRA Series 6

FINRA Series 63

FINRA Series 65

SIE

State Insurance License

SAFE Registration

Securities Industry Essentials (SIE)

Mobile Banking

Self-Service Banking

Tools

Mobile Banking

Self-Service Banking

Job description

Jobtailor is seeking an experienced financial professional to grow a defined book of affluent clients. You will deliver tailored banking and investment guidance, coordinate with partners, and expand cross-sell opportunities while ensuring compliance and accurate documentation.

This role emphasizes proactive relationship growth, rigorous risk oversight, and a strong focus on customer outcomes across deposits, investments, credit, and lending products.