Elite Private Wealth Advisor | Hybrid, High Net Worth

Us Bank; Tampa (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) plan

Paid vacation

Parental leave

Job summary

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships, coordinating Banking, Trust and Investment specialists around each client. The role requires seasoned expertise in wealth management and NMLS licensing under SAFÉ Act and Regulation Z.

Base pay ranges from $185,000 to $215,000, with compensation discussions conducted by a U.S. Bank recruiter based on qualifications. Hybrid/flexible schedule with in-office 3+ days per week.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration required under SAFE Act; background/credit checks will apply.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Lead a team of Banking, Trust and Investment professionals around the client.

Skills

Relationship management

Business development

Analytical skills

Communication/presentation

Independent decision-making

Professional designation: CFA/ CFP

Education

Bachelor's degree or equivalent

10+ years wealth management experience

Job description

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships, coordinating Banking, Trust and Investment specialists around each client. The role requires seasoned expertise in wealth management and NMLS licensing under SAFÉ Act and Regulation Z.

Base pay ranges from $185,000 to $215,000, with compensation discussions conducted by a U.S. Bank recruiter based on qualifications. Hybrid/flexible schedule with in-office 3+ days per week.