Elite Private Wealth Advisor for UHNW Clients

U.S. Bank; Kansas City (MO); In loco; USD 118.000 - 144.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Parental leave

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients, focusing on retention and growth of client relationships.

You will partner with Private Wealth Management Product Specialists to deliver comprehensive financial planning and fiduciary services. This role requires NMLS registration under the SAFÉ Act and Regulation Z, along with background and credit checks.

Competenze

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with high net worth clients.
• NMLS registration and background/credit checks required.

Mansioni

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships.
• Partner with PWM Product Specialists to provide comprehensive financial advice.
• Ensure fiduciary administration and compliance adherence.

Conoscenze

Relationship management

Business development

Client service

Analytical skills

Decision making

Communication skills

CFA/CFP designation

Formazione

Bachelor's degree, or equivalent work experience

Descrizione del lavoro

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients, focusing on retention and growth of client relationships.

You will partner with Private Wealth Management Product Specialists to deliver comprehensive financial planning and fiduciary services. This role requires NMLS registration under the SAFÉ Act and Regulation Z, along with background and credit checks.