PWM Private Wealth Advisor
About The Position
The Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking, and investment professionals around high net worth clients or client relationships. This role is responsible for the retention and growth of assigned client relationships. The advisor partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking, and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. 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
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Satisfactory criminal background and credit check to meet NMLS registration requirements.
Nice To Haves
- Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Strong relationship management, networking and business development skills and a holistic view of the client
- Ability to partner with colleagues to identify and service unique clients 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 is preferred
Responsibilities
- Building a team of trust, banking and investment professionals around high net worth clients or client relationships.
- Retention and growth of assigned client relationships.
- Partnering with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments).
- Ensuring comprehensive financial advice and planning for clients.
- Ensuring fiduciary administration and adherence to compliance requirements.
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
- 401(k) contribution and pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
