Private Wealth Management Private Wealth Advisor

U.S. Bank • Brentwood, TN

2d • Hybrid

About The Position

The Private Wealth Advisor is responsible for retaining and growing medium- to large-sized high-net-worth client relationships. The advisor builds a team of Banking, Trust, and Investment professionals around each client to meet and exceed their needs. This is a highly seasoned financial industry role involving complex wealth and relationship management issues and providing counsel and expert advice across Wealth Management.

The position requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain 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 in high- and ultra-high-net-worth client wealth management activities.
• Obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.

Nice To Haves

• Strong relationship management, networking, and business development skills.
• Excellent ability to drive business.
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
• Ability to partner with colleagues to identify and service 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 in all areas of Wealth Management.

Benefits

• Healthcare, including medical, dental, and vision.
• 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, 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.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior