Elite Private Wealth Advisor - UHNW Client Partnerships

U.S. Bank; Madison (WI); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor (PWA) in Madison, WI to identify, close, and deepen client relationships across investments, banking, and estate planning.

You will work with UHNW clients, leveraging a team of specialists to deliver holistic wealth solutions. The role requires a strong network and ability to act as a strategic advisor, with designation such as CFA or CFP preferred.

Qualifications

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

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic wealth management solutions.

Skills

Relationship management

Networking

Business development

Communication skills

Strategic advisor

CFA/CFP preferred

Education

Bachelor's degree, or equivalent work experience

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor (PWA) in Madison, WI to identify, close, and deepen client relationships across investments, banking, and estate planning.

You will work with UHNW clients, leveraging a team of specialists to deliver holistic wealth solutions. The role requires a strong network and ability to act as a strategic advisor, with designation such as CFA or CFP preferred.