Private Wealth Management - Private Wealth Advisor
About The Position
The Private Wealth Advisor is responsible for retaining and growing medium- to large-sized high-net-worth client relationships. The role builds a team of Banking, Trust, and Investment professionals around each client to meet and exceed client needs. The incumbent is a highly seasoned financial industry expert who handles complex wealth and relationship-management issues and provides counsel and expert advice across Wealth Management. 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.
- 10 or more years of experience in high- and ultra-high-net-worth client wealth management activities.
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit requirements.
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 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 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.
- 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
