Private Wealth Management Private Wealth Advisor
About The Position
U.S. Bank Private Wealth Management helps clients identify and achieve financial objectives through holistic advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration, as well as specialized business-sale advisory and pre-transaction planning. The Private Wealth Advisor identifies, closes, and deepens client relationships, drawing on knowledge of clients’ circumstances and expertise in investments, banking, wealth and estate planning, and trust services to acquire and retain relationships. The role drives growth through internal and external sales and development of new client relationships, with support from specialists who provide expertise in their respective areas. As a U.S. Bank representative in the community, the advisor also serves as a conduit for Private Wealth Management’s strategic partners in the region. 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. The role has a hybrid/flexible schedule, with an expectation of working in the office three or more days per week and flexibility to work outside the office for the other days.
Requirements
- Bachelor’s degree or equivalent work experience.
- Eight or more years of experience interacting with High and Ultra High Net Worth clients.
- Established network with strong relationship management, networking, and business development skills.
- Demonstrated success in specific client segments or verticals with developed strategic partnerships.
- Experience profiling clients and formulating customized strategies to address their needs.
- Ability to manage client relationships holistically and organize and prioritize a team of specialists.
- Strong communication skills and ability to simplify complex concepts for audiences with different levels of sophistication.
- Ability to make critical decisions independently and act as a business owner.
- Must obtain and maintain NMLS registration, including required criminal background and credit checks.
Nice To Haves
- Professional designation such as CFA or CFP.
- Passion for problem-solving and acting as a strategic advisor.
Responsibilities
- Identify, close, and deepen client relationships.
- Use knowledge of client circumstances and expertise in investments, banking, wealth and estate planning, and trust services to acquire and retain relationships.
- Drive growth through internal and external sales and develop new client relationships within Private Wealth Management.
- Organize and prioritize a team of specialists supporting client relationships.
- Represent U.S. Bank in the community and serve as a conduit for Private Wealth Management’s strategic partners in the region.
- Profile clients and formulate customized strategies to address their needs.
Benefits
- Healthcare (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 (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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
