PWM Private Wealth Advisor

About the role

A Private Wealth Advisor at U.S. Bank is responsible for building a team of trust, banking, and investment professionals around high net worth clients or client relationships. They are responsible for retaining and growing these relationships while providing comprehensive financial advice and planning, as well as fiduciary administration and compliance.

Responsibilities

• Build and manage a team of trust, banking, and investment professionals
• Provide comprehensive financial advice and planning for clients
• Partner with Private Wealth Management Product Specialists to address all areas of Private Wealth Management (Trust, Private Banking, and Investments)
• Ensure compliance with regulatory requirements
• Identify and service unique client needs
• Make critical decisions independently

Requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Preferred Skills/Experience

• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Strong relationship management, networking, and business development skills
• A holistic view of the client's needs
• Well-developed analytical and problem-solving skills
• Excellent presentation, interpersonal, verbal, and written communication skills
• Professional designation such as CFA or CFP

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