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Affluent Banker Jobs (NOW HIRING)

WM Affluent Banker

Nashville, TN · On-site

$75.82 - $89.20/hr

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.

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.

WM Affluent Banker

Glen Carbon, IL · On-site

$91 - $112/hr

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.

WM Affluent Banker

Greenfield, WI · On-site

$80K - $98K/yr

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.

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.

WM Affluent Banker

Nashville, TN · On-site

$80K - $98K/yr

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.

WM Affluent Banker

Glen Carbon, IL · On-site

$91K - $111K/yr

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.

WM Affluent Banker

West Des Moines, IA · On-site

$91K - $111K/yr

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.

WM Affluent Banker

Iowa City, IA · On-site

$86 - $106/hr

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.

WM Affluent Banker

Iowa City, IA · On-site

$86K - $105K/yr

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.

WM Affluent Banker

Washington, MO · On-site

$103K - $127K/yr

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.

WM Affluent Banker

New Berlin, WI · On-site

$80K - $98K/yr

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.

WM Affluent Banker

Saint Paul, MN · On-site

$98K - $120K/yr

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.

WM Affluent Banker

Milwaukee, WI · On-site

$80K - $98K/yr

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.

WM Affluent Banker

Milwaukee, WI · On-site

$80K - $98K/yr

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.

WM Affluent Banker

Saint Paul, MN · On-site

$98K - $120K/yr

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.

WM Affluent Banker

West Des Moines, IA · On-site

$91K - $111K/yr

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.

WM Affluent Banker

Glen Carbon, IL · On-site

$91K - $111K/yr

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.

WM Affluent Banker

Iowa City, IA · On-site

$86K - $105K/yr

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.

WM Affluent Banker

Bloomington, MN · On-site

$98K - $120K/yr

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.

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Affluent Banker information

See salary details

$31K

$64.1K

$114.5K

How much do affluent banker jobs pay per year?

As of Sep 7, 2026, the average yearly pay for affluent banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What is an affluent banker?

Affluent Bankers are specialized financial professionals who provide banking and financial services to high-net-worth individuals and families. Their role involves managing clients’ investment portfolios, offering tailored financial solutions, and helping clients achieve their financial goals. Affluent Bankers often work in private banking or wealth management divisions of banks, and they focus on building strong, long-term relationships with their clients. Their services typically include investment advice, estate planning, lending, and other personalized financial products.

How does an affluent banker typically collaborate with other departments to meet client needs?

Affluent Bankers frequently work alongside specialists from departments such as investment management, lending, and trust services to deliver comprehensive solutions for high-net-worth clients. This collaboration ensures that clients receive tailored advice spanning various financial products and services. Regular meetings and cross-departmental case reviews are common, allowing Affluent Bankers to coordinate strategies and offer seamless client experiences. Effective communication and teamwork are essential to address complex financial needs and maintain long-term client relationships.

What are the key skills and qualifications needed to thrive as an affluent banker, and why are they important?

To thrive as an Affluent Banker, you need a strong background in finance, investment products, and relationship management, typically supported by a bachelor’s degree in finance or a related field and relevant licenses such as Series 7 and 66. Proficiency with CRM platforms, financial planning software, and banking systems is often required. Exceptional interpersonal skills, discretion, and proactive communication set top performers apart in building trust with high-net-worth clients. These abilities are vital for delivering tailored financial solutions, retaining valuable clients, and driving business growth.

What is the difference between Affluent Banker vs Private Banker?

AspectAffluent BankerPrivate Banker
CredentialsTypically requires a bachelor's degree, financial certifications (e.g., Series 7, 66), and client relationship skillsSimilar credentials, often with additional certifications like CFP or CFA
Work EnvironmentBank branches, financial institutions, client officesHigh-net-worth client offices, private banks, exclusive financial settings
Employer & IndustryRetail banks, commercial banks, financial services firmsPrivate banks, wealth management firms, exclusive financial institutions

Affluent Bankers and Private Bankers share similar qualifications and work environments, focusing on high-net-worth clients. However, Private Bankers typically serve ultra-high-net-worth individuals in more exclusive settings, often requiring specialized certifications and offering personalized wealth management services.

How to become an affluent banker?

To become an affluent banker, one typically needs a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Gaining experience through entry-level banking roles, obtaining relevant certifications such as the Chartered Financial Analyst (CFA), and demonstrating a track record of client management and financial expertise are key steps to advancing in this career.
More about Affluent Banker jobs

What job categories do people searching Affluent Banker jobs look for?

The top searched job categories for Affluent Banker jobs are:

Infographic showing various Affluent Banker job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,080 per year, or $30.8 per hour.

WM Affluent Banker

Us Bank

Nashville, TN • On-site

$75.82 - $89.20/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago


U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

67th of 175 rated banks


Job description

Job Description

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.

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 role has multiple levels, open to candidates with up to 3 years minimum experience in Wealth Management. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.

Locations: We are looking to hire a WM Affluent Banker in Nashville, TN and Lexington, KY.

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 in order to increase book of business
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Effective writing, speaking and presentation skills

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.

Benefits

Our 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:

  • 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

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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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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