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 advisor builds a team of Banking, Trust, and Investment professionals around each client to meet and exceed client needs. This is a highly seasoned financial industry expert role involving complex wealth and relationship management matters and providing counsel and expert advice across Wealth Management. The role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment. The position has a hybrid/flexible schedule, with an in-office expectation of at least three days per week and flexibility to work outside the office on other days.
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 required criminal background and credit checks.
Nice To Haves
- Excellent relationship management, networking, and business development skills.
- 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 coverage, including medical, dental, and 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
