Private Wealth Management Private Wealth Advisor
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 provides specialized capabilities in business-sale advisory and pre-transaction planning. 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 client relationships. The role drives growth through internal and external sales and develops new client relationships within Private Wealth Management. A team of specialists provides 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 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 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.
- 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 take a holistic approach to client relationship management and 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.
- Must meet and maintain National Mortgage Licensing System (NMLS) registration requirements, including required 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 expertise across investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
- Grow the business through internal and external sales.
- Develop new client relationships within Private Wealth Management.
- Coordinate and organize a team of specialists to support client needs.
- Represent U.S. Bank in the community and act as a conduit for Private Wealth Management’s strategic partners in the region.
Benefits
- Medical, dental, and vision healthcare coverage.
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
