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WM Affluent Banker

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 75820 - 89200 USD Yearly USD 75820.00 89200.00 YEAR
Job Description & How to Apply Below

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 at—all from Day One.

Job Description

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. This includes identification of other experts such as mortgage, small business banking and personal trust services. The role requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, and it includes a criminal background and credit check.

Failure to meet NMLS registration requirements may result in rescission of the offer or termination of employment.

Basic Qualifications
  • Bachelor’s degree, or equivalent work experience
  • Up to three years of experience in wealth management, private banking or financial services
  • Series 6‑63 or Series 7‑63 licenses
Preferred Skills & Experience
  • Strong relationship management, sales, and business development skills
  • Basic understanding of wealth products and offerings
  • Basic competency in financial planning
  • Ability to engage in wealth discussions with clients to increase book of business
  • Well‑developed analytical and problem‑solving skills
  • Ability to make critical decisions independently
  • Effective writing, speaking and presentation skills
Benefits
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short‑term and long‑term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer‑funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay Range

$75,820.00 - $89,200.00

Equal Opportunity Employment

U.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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