PWM Private Wealth Advisor

U.S. Bank National Association • Portland, OR

83d • $119,765 - $140,900

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.

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.
• Build a team of Banking, Trust and Investment professionals around client.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees