Senior Wealth Advisor for Affluent Clients

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services, manage proactive client relationships, and collaborate with mortgage, small business banking and personal trust teams to meet clients’ goals.

This role requires NMLS registration under SAFE Act, a criminal and credit check, and 5+ years in wealth management or senior financial services, plus a Bachelor's degree and Series 6-63 or 7-63 licenses; strong relationship,

Qualifications

• Bachelor's degree or equivalent work experience.
• Five+ years in Wealth Management or senior financial services.
• Series 6-63 or Series 7-63 licenses.

Responsibilities

• Develop, manage, and retain affluent client relationships.
• Provide expert advice on affluent wealth banking.
• Collaborate with mortgage, small business banking and personal trust services.
• Identify clients' needs and recommend product and service solutions.

Skills

Relationship management

Sales

Business development

Financial planning

Wealth discussions

Analytical skills

Written & verbal skills

Education

Bachelor's degree

Tools

Series 6-63 license

Series 7-63 license

Job description

U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of bank products and services, manage proactive client relationships, and collaborate with mortgage, small business banking and personal trust teams to meet clients’ goals.

This role requires NMLS registration under SAFE Act, a criminal and credit check, and 5+ years in wealth management or senior financial services, plus a Bachelor's degree and Series 6-63 or 7-63 licenses; strong relationship,