Private Wealth Management - Private Wealth Advisor
About The Position
The Private Wealth Advisor builds a team of trust, banking, and investment professionals around high-net-worth clients or client relationships and is responsible for retaining and growing assigned client relationships. The advisor partners with Private Wealth Management product specialists to provide counsel and expert advice in trust, private banking, and investments, supporting comprehensive financial advice and planning, fiduciary administration, and compliance adherence. 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includes a criminal background and credit check; failure to meet or maintain registration requirements may result in a rescinded offer or termination of employment.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.
- Register with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z, including meeting registration requirements involving a criminal background and credit check.
Nice To Haves
- Thorough knowledge of U.S. Bancorp banking, trust, and investment products and services.
- Strong relationship management, networking, and business development skills, with a holistic view of the client.
- Ability to partner with colleagues to identify and service unique client needs.
- Well-developed analytical and problem-solving skills.
- Ability to make critical decisions independently.
- Excellent presentation, interpersonal, verbal, and written communication skills.
- Professional designation such as CFA or CFP.
Responsibilities
- Build a team of trust, banking, and investment professionals around high-net-worth clients or client relationships.
- Retain and grow assigned client relationships.
- Partner with Private Wealth Management product specialists to provide counsel and expert advice across trust, private banking, and investments.
- Ensure comprehensive financial advice and planning for clients, along with fiduciary administration and adherence to compliance requirements.
Benefits
- Healthcare, including medical, dental, and vision 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
