Private Wealth Management Private Wealth Advisor

U.S. Bank•Louisville, KY

2d•$132,030 - $161,370•Hybrid

About The Position

U.S. Bank Private Wealth Management helps clients identify and achieve financial objectives through holistic advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. It also offers specialized business-sale advisory and pre-transaction planning capabilities. The Private Wealth Advisor identifies, closes, and deepens client relationships. Drawing on knowledge of clients’ circumstances and broad expertise in 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 Private Wealth Management client relationships, supported by specialists with deeper expertise in their respective areas. As a U.S. Bank representative in the community, the advisor also serves as a conduit for Private Wealth Management’s strategic partners in the region. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain NMLS registration requirements may result in rescission of an offer or termination of employment. The role has a hybrid/flexible schedule, with an in-office expectation of three or more days per week and flexibility to work outside the office on other days.

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 terms of the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
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, with the 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.
Ability to make critical decisions independently and act as a business owner.

Nice To Haves

Professional designation such as CFA or CFP.
A passion for problem-solving and acting as a strategic advisor.

Responsibilities

Identify, close, and deepen client relationships.
Use knowledge of client circumstances and expertise in investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Drive growth through internal and external sales and develop new client relationships within Private Wealth Management.
Coordinate a team of specialists and draw on their expertise to support client relationships.
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 insurance.
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, 401(k) contribution, and pension, subject to eligibility requirements.