Private Wealth Management Private Wealth Advisor
About The Position
Responsible for retaining and growing medium- to large-sized high-net-worth client relationships. Builds a team of Banking, Trust, and Investment professionals around each client to meet and exceed client needs. The role is for a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues and providing counsel and expert advice in all areas of Wealth Management. The position has a hybrid/flexible schedule, with an expectation to work in the office three or more days per week and flexibility to work outside the office location on other days. A salary range of $118,170 to $144,430 is listed for the primary location; the actual range may vary by location.
Requirements
- Bachelor's degree or equivalent work experience.
- Eight or more years of experience in high- and ultra-high-net-worth client wealth management activities.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable background and credit check requirements.
- Strong relationship management, networking, and business development skills.
- Ability to drive business.
- Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
- Well-developed analytical and problem-solving skills.
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently.
Nice To Haves
- Professional designation such as CFA or CFP.
Responsibilities
- Retain and grow medium- to large-sized high-net-worth client relationships.
- Build a team of Banking, Trust, and Investment professionals around clients to meet and exceed their needs.
- Handle complex wealth and relationship management issues.
- Provide counsel and expert advice in all areas of Wealth Management.
- Partner with colleagues to identify and serve clients' unique needs.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- 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 of 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.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
