Wealth Management Banker NMLS
3 weeks ago
Wealth Management BankerAt 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.Job DescriptionThe 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 licensesPreferred 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 skillsOur approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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Wealth Management Banker
1 week ago
Portland, United States Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of...
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Wealth Management Banker NMLSCategorySales
3 weeks ago
Portland, United States US Bank Full timeWealth Management BankerAt 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....
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Private Client Banker
2 weeks ago
Portland, United States Portland Staffing Full timeJob Opportunity: Private Client Banker In Branch BankingYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help...
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Associate Wealth Advisor
1 week ago
Portland, OR, United States Focus Partners Wealth Full timeASSOCIATE WEALTH ADVISOR San Francisco, CA Portland, OR Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in...
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Associate Wealth Advisor
1 week ago
Portland, OR, United States Focus Partners Wealth Full timeASSOCIATE WEALTH ADVISOR San Francisco, CA Portland, OR Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in...
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PWM Private Wealth Advisor
3 weeks ago
Portland, United States U.S. Bancorp Full timeJob TitleResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing...
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PWM Private Wealth Advisor
7 days ago
Portland, United States Oregon Staffing Full timeU.S. Bank Job OpportunityAt 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....
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Senior Wealth Management Associate
5 days ago
Portland, OR, United States Coldstream Capital Management Full timeJob Description If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position has the opportunity for career advancement...
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Senior Wealth Management Associate
7 days ago
Portland, OR, United States Coldstream Capital Management Full timeJob Description If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position has the opportunity for career advancement...
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Senior Wealth Management Associate
3 days ago
Portland, OR, United States Coldstream Capital Management Full timeJob Description If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position has the opportunity for career advancement...
