Wealth Management Affluent Banker
$104,550–$123,000 year
On-site · Seattle, Washington, United States
Job Summary
Wealth Management Banker in the affluent segment responsible for the overall affluent client experience, coordinating with mortgage, small business banking and personal trust services to deliver comprehensive wealth solutions. Develop, manage, and retain client relationships for Affluent Wealth Management through proactive client contact; provide expert advice in affluent wealth banking by understanding client needs and goals to recommend product and service solutions. Requires NMLS registration and will involve a background and credit check.
Required 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
- NMLS registration per SAFÉ Act and Regulation Z
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