Talent.com
No longer accepting applications
Wealth Management BankerCategorySales & Relationship ManagementJob Id2025-0025872LocationAurora, CO, United StatesPosting Start Date10 / 22 / 2025Anticipated Posting End Date11 / 07 / 2025Job TypeFull time

Wealth Management BankerCategorySales & Relationship ManagementJob Id2025-0025872LocationAurora, CO, United StatesPosting Start Date10 / 22 / 2025Anticipated Posting End Date11 / 07 / 2025Job TypeFull time

US BankAurora, CO, US
20 days ago
Job type
  • Full-time
Job description

Wealth Management Banker

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic 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

Preferred Skills / Experience - Strong relationship management, sales, and business development skills - Moderate understanding of Wealth products and offerings - Strong competency in Financial Planning - Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills

Create a job alert for this search

Wealth Relationship • Aurora, CO, US

Related jobs
  • Promoted
Private Wealth Consultant, Outsourced Advisory Solutions

Private Wealth Consultant, Outsourced Advisory Solutions

Capital GroupLakewood, CO, United States
Full-time
Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2. Its resources serve as the backbone of Capital Group Private Client...Show moreLast updated: 30+ days ago
  • Promoted
Career Change to Sales / Account Management

Career Change to Sales / Account Management

CFSWestminster, CO, US
Full-time
Have you been considering a new career in sales? Here are a few backgrounds that have been successful with CFS : .Recruiters, staffing, or business development from a generalist, administrative, or i...Show moreLast updated: 20 days ago
  • Promoted
Wealth Management Enablement Manager

Wealth Management Enablement Manager

Mercer AdvisorsDenver, CO, US
Full-time
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show moreLast updated: 22 days ago
  • Promoted
Wealth Solutions Advisor

Wealth Solutions Advisor

Empower RetirementGreenwood Village, CO, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 1 day ago
  • Promoted
Wealth Management Advisor-Westminster

Wealth Management Advisor-Westminster

U.S. BankWestminster, CO, United States
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 2 days ago
  • Promoted
Colorado Market Lead - Private Wealth Management

Colorado Market Lead - Private Wealth Management

Denver StaffingDenver, CO, US
Full-time
High Net Worth Client Acquisition And Management.Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across ...Show moreLast updated: 7 days ago
  • Promoted
Wealth Strategist

Wealth Strategist

Royal Bank of CanadaDenver, CO, United States
Full-time
As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planni...Show moreLast updated: 10 days ago
  • Promoted
Mortgage Sales - Mortgage Banker I

Mortgage Sales - Mortgage Banker I

NBH BankDenver, CO, United States
Full-time
Common sense has never been common.If it were, the world would be a different place.Things would run smoothly and on time. People would do what they say and say what they do.Everything would be fair...Show moreLast updated: 2 days ago
  • Promoted
Mortgage Sales - Mortgage Banker III

Mortgage Sales - Mortgage Banker III

NBH BankDenver, CO, United States
Full-time
Common sense has never been common.If it were, the world would be a different place.Things would run smoothly and on time. People would do what they say and say what they do.Everything would be fair...Show moreLast updated: 2 days ago
  • Promoted
Mortgage Sales - Mortgage Banker II

Mortgage Sales - Mortgage Banker II

NBH BankDenver, CO, United States
Full-time
Common sense has never been common.If it were, the world would be a different place.Things would run smoothly and on time. People would do what they say and say what they do.Everything would be fair...Show moreLast updated: 2 days ago
  • Promoted
Wealth Management Assistant

Wealth Management Assistant

Trilogy FinancialDenver, CO, US
Full-time
The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor.The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive u...Show moreLast updated: 4 days ago
  • Promoted
Private Wealth Management Analyst

Private Wealth Management Analyst

Morgan StanleyDenver, CO, US
Full-time
The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client / prospect data to develop customized financial plans, designing tailored reporting for new an...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Management Enablement Senior Manager - Wealth Solutions

Wealth Management Enablement Senior Manager - Wealth Solutions

Mercer AdvisorsDenver, CO, US
Full-time
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show moreLast updated: 11 days ago
  • Promoted
Wealth Analyst

Wealth Analyst

Bank of MontrealGreenwood Village, CO, United States
Part-time
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in th...Show moreLast updated: 2 days ago
  • Promoted
PWM Senior Wealth Planner

PWM Senior Wealth Planner

U.S. BankDenver, CO, United States
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 10 days ago
  • Promoted
Wealth Analyst

Wealth Analyst

BMO Financial GroupGreenwood Village, CO, United States
Part-time
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in th...Show moreLast updated: 9 days ago
  • Promoted
Business Banking Relationship ManagerBroomfield, Colorado, United States

Business Banking Relationship ManagerBroomfield, Colorado, United States

Elevations Credit UnionBroomfield, CO, US
Full-time
Business Banking Relationship Manager.When joining Elevations, you can expect to work for a company with : .A leadership team that strives to make this the best place you've ever worked!.A focus on s...Show moreLast updated: 30+ days ago
  • Promoted
Branch Relationship Banker - Westminster, CO

Branch Relationship Banker - Westminster, CO

BankTalent HQWestminster, CO, United States
Full-time
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by Th...Show moreLast updated: 30+ days ago