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
• Ability to profile clients and formulate customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• 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
• A professional designation such as CFA or CFP is preferred

Qualifications

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

Skills

Requires 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 to address their needs Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists 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 Ability to make critical decisions independently and act as a business owner Professional designation such as CFA or CFP is preferred

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

$134,280.00 - 164,120.00

Schedule

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.