PWM Private Wealth Advisor

U.S. Bank•Las Vegas, NV

23h•Hybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. The Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. This role focuses on the retention and growth of assigned client relationships. The advisor partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The successful candidate will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of the offer or termination of employment.

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to the required registration process, which includes a criminal background and credit check
Ability 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

Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Strong relationship management, networking and business development skills and a holistic view of the client
Ability to partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, interpersonal, verbal and written communication skills
Professional designation such as CFA or CFP is preferred

Responsibilities

Building a team of trust, banking and investment professionals around high net worth clients or client relationships
Retention and growth of assigned client relationships
Partnering with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements

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