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 requires a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues and providing counsel and expert advice across all areas of Wealth Management. The position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment.
Requirements
- Bachelor's degree or equivalent work experience.
- At least 10 years of experience in high- and ultra-high-net-worth client wealth management activities.
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal and credit checks.
Nice To Haves
- Excellent relationship management, networking, and business development skills.
- Exceptional ability to drive business.
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
- Ability to partner with colleagues to identify and serve unique client needs.
- Well-developed analytical and problem-solving skills.
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently.
- 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 across all areas of Wealth Management.
Benefits
- Medical, dental, and vision healthcare
- 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 of two to five weeks, depending on salary grade and tenure
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals
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What This Job Offers
Job Type
Full-time
Career Level
Senior
