PWM Private Wealth Advisor

Job Description

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.

About the role

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM.

Responsibilities

• Identify, close, and deepen client relationships
• Use familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
• Grow through internal and external sales and development of new client relationships within PWM
• Act as a conduit for Private Wealth Management's strategic partners in the region

Requirements

• NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with developed strategic partnerships
• Professionally designated as CFA or CFP

Qualifications

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

Skills

• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
• A passion for problem-solving and acting as a strategic advisor

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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$141,210.00 - 172,590.00

Schedule

Not specified