Private Wealth Management - Private Wealth Advisor

U.S. Bank•Dallas, TX

3d•$141,210 - $172,590

About The Position

U.S. Bank Private Wealth Management helps clients identify and achieve their financial objectives through holistic advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Its specialized capabilities also include business-sale advisory and pre-transaction planning. The Private Wealth Advisor identifies, closes, and deepens client relationships. Drawing on knowledge of clients’ circumstances and expertise across investments, banking, wealth and estate planning, and trust services, the advisor frames, acquires, and retains relationships. The role drives growth through internal and external sales and the development of new client relationships within Private Wealth Management. Specialists support the advisor with deeper expertise in their respective areas. As a U.S. Bank representative in the community, the advisor also serves as a conduit for the division’s strategic partners in the region. The role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.

Requirements

Bachelor’s degree or equivalent work experience.
Eight or more years of experience interacting with High and Ultra High Net Worth clients.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Ability to comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Nice To Haves

Established network with strong relationship management, networking, and business development skills.
Demonstrated success in specific client segments or verticals with developed strategic partnerships.
Experience profiling clients and formulating customized strategies to address their needs.
Holistic approach to managing client relationships and ability to organize and prioritize a team of specialists.
Strong communication skills and ability to simplify complex concepts for audiences with different levels of sophistication.
Passion for problem-solving and acting as a strategic advisor.
Ability to make critical decisions independently and act as a business owner.
Professional designation such as CFA or CFP.

Responsibilities

Identify, close, and deepen client relationships.
Use knowledge of client circumstances and of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Drive growth through internal and external sales and development of new client relationships within Private Wealth Management.
Organize and work with a team of specialists who provide deeper knowledge in their respective areas of expertise.
Represent U.S. Bank in the community and act as a conduit for Private Wealth Management’s strategic partners in the region.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.