Private Wealth Management Private Wealth Advisor

U.S. Bank•Cincinnati, OH

1d•$134,280 - $164,120•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, as well as specialized business-sale advisory and pre-transaction planning. The Private Wealth Advisor identifies, closes, and deepens client relationships, using knowledge of clients’ circumstances and broad familiarity with investments, banking, wealth and estate planning, and trust services to acquire and retain relationships. The role drives growth through internal and external sales and development of new client relationships. A team of specialists supports 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 Private Wealth Management’s regional strategic partners. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes criminal background and credit checks. 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 at least three days per week and flexibility to work outside the office the remaining days. The posted salary range is $134,280 to $164,120; actual pay may vary based on the role’s location. U.S. Bank also offers a comprehensive benefits package, subject to eligibility requirements.

Requirements

Bachelor’s degree or equivalent work experience.
Eight or more years of experience interacting with High and Ultra High Net Worth clients.
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.
Ability to manage client relationships holistically and organize and prioritize a team of specialists.
Strong communication skills and ability to simplify complex concepts for audiences with different levels of sophistication.
Problem-solving ability and ability to act as a strategic advisor.
Ability to make critical decisions independently and act as a business owner.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of the required criminal background and credit checks.

Nice To Haves

Professional designation such as CFA or CFP.

Responsibilities

Identify, close, and deepen client relationships.
Use knowledge of client circumstances and financial services to frame, acquire, and retain relationships.
Drive growth through internal and external sales and develop new client relationships within Private Wealth Management.
Organize and prioritize a team of specialists supporting client relationships.
Represent U.S. Bank in the community and serve as a conduit for Private Wealth Management’s strategic partners in the region.

Benefits

Medical, dental, and vision healthcare.
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 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.
401(k) contribution and pension, subject to eligibility requirements.