PWM Private Wealth Advisor
About The Position
Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Requirements
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Subject to required registration process, including criminal background and credit check.
- Must meet or maintain NMLS registration requirements, including a satisfactory criminal and credit record.
Nice To Haves
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Ability to partner with colleagues to identify and service unique clients' 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 is preferred
Responsibilities
- Retention and growth of medium to large size high net worth client relationships.
- Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.
- Handle complex wealth and relationship management issues.
- Provide counsel and expert advice in all areas of Wealth Management.
Benefits
- Healthcare (medical, dental, 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 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
