PWM Private Wealth Advisor
About the position
The Private Wealth Advisor at U.S. Bank is responsible for managing high net worth client relationships, ensuring retention and growth through comprehensive financial advice and planning. This role involves collaborating with a team of trust, banking, and investment professionals to provide tailored services to clients, while adhering to compliance requirements and fiduciary responsibilities. The position requires a strong background in wealth management and business development, along with excellent communication and analytical skills.
Responsibilities
Build and maintain relationships with high net worth clients.
,
Partner with Private Wealth Management Product Specialists to provide comprehensive financial advice.
,
Ensure compliance with fiduciary administration and regulatory requirements.
,
Retain and grow assigned client relationships through effective management and service.
,
Identify and service unique client needs through collaboration with colleagues.
Requirements
Bachelor's degree or equivalent work experience.
,
Eight or more years of experience interacting with High and Ultra High Net Worth clients.
,
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
,
Strong relationship management, networking, and business development skills.
,
Well-developed analytical and problem-solving skills.
,
Excellent presentation, interpersonal, verbal, and written communication skills.
Nice-to-haves
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
,
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
Apply Now
The Private Wealth Advisor at U.S. Bank is responsible for managing high net worth client relationships, ensuring retention and growth through comprehensive financial advice and planning. This role involves collaborating with a team of trust, banking, and investment professionals to provide tailored services to clients, while adhering to compliance requirements and fiduciary responsibilities. The position requires a strong background in wealth management and business development, along with excellent communication and analytical skills.
Responsibilities
Build and maintain relationships with high net worth clients.
,
Partner with Private Wealth Management Product Specialists to provide comprehensive financial advice.
,
Ensure compliance with fiduciary administration and regulatory requirements.
,
Retain and grow assigned client relationships through effective management and service.
,
Identify and service unique client needs through collaboration with colleagues.
Requirements
Bachelor's degree or equivalent work experience.
,
Eight or more years of experience interacting with High and Ultra High Net Worth clients.
,
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
,
Strong relationship management, networking, and business development skills.
,
Well-developed analytical and problem-solving skills.
,
Excellent presentation, interpersonal, verbal, and written communication skills.
Nice-to-haves
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
,
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
Apply Now