Elite Private Wealth Advisor & Growth Partner

U.S. Bank; Chicago (IL); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Parental leave

Sick leave

Disability insurance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA leverages broad knowledge of investments, wealth planning, banking, and trust services to frame and retain clients.

National Mortgage Licensing System (NMLS) registration is required, with background and credit checks as part of the process. The role emphasizes growth through internal and external sales, a strong network, and collaboration with a team of specialists to

Qualifications

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

Responsibilities

• Grow and deepen client relationships through internal and external sales.
• Identify, close, and develop new client relationships within PWM.

Skills

Relationship management

Business development

Networking

Strategic partnerships

Communication

Independent decision making

CFA/CFP preferred

Education

Bachelor’s degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA leverages broad knowledge of investments, wealth planning, banking, and trust services to frame and retain clients.

National Mortgage Licensing System (NMLS) registration is required, with background and credit checks as part of the process. The role emphasizes growth through internal and external sales, a strong network, and collaboration with a team of specialists to