Senior Wealth Management Banker, Wells Fargo

Wells Fargo

Location:
United States, Denver

Category:
Banking

Contract Type:
Employment contract

Salary:

153000.00 - 239000.00 USD / Year

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Job Description:

Senior Wealth Management Banker (SAFE) position at Wells Fargo providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. The role involves developing and managing High Net Worth client relationships, advising on credit and deposit strategies, and working within Wealth & Investment Management to help clients pursue their financial goals.

Job Responsibility:

Lead complex initiatives to develop new and manage existing High Net Worth client relationships
Work as part of a Wealth team that utilizes integrated planning approach
Review and analyze complex custom credit and deposit strategies and solutions
Utilize solid banking practices to strategize and advise clients on appropriate credit and deposit strategies and products
Manage complex customized credit portfolios
Collaborate and consult with peers, colleagues and more experienced managers
Interact with internal and external customers

Requirements:

5+ years of Wealth Management Banking experience, or equivalent demonstrated through work experience, training, military experience, education
SAFE registration at the time of employment
FINRA Series 7 and 66 exams qualification for immediate registration
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships
Meet Consumer Financial Protection Bureau qualification requirements
Comply with related Wells Fargo policies

Nice to have:

Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registration
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 01, 2025

Expiration:
October 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Management Banker