Elite Private Wealth Advisor (Hybrid Role)

U.S. Bank; Sarasota (FL); Hybrid; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Sick and Safe Leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using knowledge of investments, banking, and trust services. The PWA works with a team of specialists to frame, acquire, and retain high net worth clients.

The role requires NMLS registration and a strong network, with base pay typically in a broad range and compensation discussed with a recruiter. Hybrid schedule with in-office days and flexible remote work is available.

Qualifications

• Requires established network with strong relationship management, networking, and business development skills.
• Experience profiling clients and formulating customized strategies to address their needs.

Responsibilities

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

Skills

Relationship management

Networking

Business development

Education

Bachelor's degree, or equivalent work experience

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using knowledge of investments, banking, and trust services. The PWA works with a team of specialists to frame, acquire, and retain high net worth clients.

The role requires NMLS registration and a strong network, with base pay typically in a broad range and compensation discussed with a recruiter. Hybrid schedule with in-office days and flexible remote work is available.