Private Wealth Management Private Wealth Advisor

About the Role

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships, using a broad knowledge of financial services to frame, acquire, and retain relationships. The PWA drives growth through internal and external sales and development of new client relationships within PWM, supported by a team of specialists.

Responsibilities

• Identify, close, and deepen client relationships within the High and Ultra High Net Worth segments.
• Utilize familiarity with client circumstances and a broad knowledge of investments, banking, wealth and estate planning, and trust services to manage relationships.
• Drive growth through internal and external sales and development of new client relationships.
• Act as a conduit for Private Wealth Management's strategic partners in the region.
• Organize and prioritize a team of specialists to support client needs.
• Simplify complex financial concepts for clients with varying levels of sophistication.
• Make critical decisions independently and act as a business owner.

Requirements

• National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
• Satisfactory criminal and credit record as part of the NMLS registration process.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Preferred Skills/Experience

• 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.
• Holistic approach to managing client relationships.
• Strong communication skills and ability to simplify complex concepts.
• Passion for problem-solving and acting as a strategic advisor.
• Ability to make critical decisions independently.
• Professional designation such as CFA or CFP is preferred.

Pay

The salary range for this role is $134,280.00 - $164,120.00, based on the primary location. The actual range may differ based on the location of the role.

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)