Private Wealth Management Private Wealth Advisor

U.S. Bank•Sarasota, FL

22h•$152,370 - $200,000•Hybrid

About The Position

At U.S. Bank, 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 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. The registration process includes criminal background and credit checks. Failure to meet or maintain NMLS registration requirements, including a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment. The role offers a hybrid/flexible schedule, with an in-office expectation of three or more days per week and the flexibility to work outside the office for the other days. Base pay is stated as usually falling within $165,000 to $200,000, with additional considerations based on candidate qualifications. The posting also lists a pay range of $152,370 to $186,230 based on the primary location; actual pay may vary by location.

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 satisfactory criminal background and credit checks.
Excellent relationship-management, networking, and business-development skills.
Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
Well-developed analytical and problem-solving skills.
Excellent writing, speaking, and presentation skills.
Ability to make critical decisions independently.

Nice To Haves

Professional designation such as CFA or CFP.
Extraordinary talent for driving business.

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.
Partner with colleagues to identify and service clients’ unique needs.

Benefits

Healthcare, including medical, dental, and vision coverage.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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, 401(k) contribution, and pension, subject to eligibility requirements.