PWM Private Wealth Advisor
U.S. Bank•Nashville, TN
•Hybrid
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.
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
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Must be subject to the required registration process, which includes a criminal background and credit check.
- Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- Strong relationship management, networking, and business development skills
- Excellent talent for driving business
- Thorough 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
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
