Private Wealth Management - Private Wealth Advisor
About The Position
The Private Wealth Management Private Wealth Advisor builds a team of trust, banking, and investment professionals around high-net-worth clients or client relationships. The advisor is responsible for retaining and growing assigned client relationships and partners with Private Wealth Management Product Specialists to provide counsel and expert advice across trust, private banking, and investments. The role supports comprehensive financial advice and planning, fiduciary administration, and adherence to compliance requirements. 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 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.
- Register with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z, including passing the required criminal background and credit checks.
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 in trust, private banking, and investments.
- Support comprehensive financial advice and planning for clients.
- Ensure 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 coverage.
- 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
