Elite Private Wealth Advisor for High Net Worth Clients

U.S. Bank; Green Bay (WI); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Paid sick leave

Job summary

U.S. Bank’s Private Wealth Management division seeks a Private Wealth Advisor to lead a team of trust, banking and investment professionals focused on high net worth client relationships. You will retain and grow relationships, collaborating with Product Specialists to deliver comprehensive financial advice and fiduciary administration in a compliant framework.

The role requires NMLS registration and adherence to the SAFÉ Act; background and credit checks apply as part of the process.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• NMLS registration and related compliance requirements described (S.A.F.E. Act, Regulation Z).

Responsibilities

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships; partner with Private Wealth Management Product Specialists to ensure comprehensive financial advice.

Skills

Relationship management

Communication skills

Analytical thinking

Education

Bachelor's degree or equivalent

Job description

U.S. Bank’s Private Wealth Management division seeks a Private Wealth Advisor to lead a team of trust, banking and investment professionals focused on high net worth client relationships. You will retain and grow relationships, collaborating with Product Specialists to deliver comprehensive financial advice and fiduciary administration in a compliant framework.

The role requires NMLS registration and adherence to the SAFÉ Act; background and credit checks apply as part of the process.