Hybrid Private Wealth Advisor — Elite Client Relationships

Us Bank; Seattle (WA); Hybrid; USD 157,000 - 192,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Leave accruals

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role requires broad knowledge of investments, banking, wealth and estate planning, and fiduciary services to frame, acquire, and retain relationships.

As a U.S. Bank representative in the community, you will grow through internal/external sales, and develop new client relationships within PWM, supported by a team of specialists. A CFA/ CFP is 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 within PWM.
• Collaborate with a team of specialists to provide deeper knowledge in investments, banking, and estate planning.
• Represent PWM in the community and establish strategic partnerships.

Skills

Relationship management

Networking

Business development

Strategic partnerships

Client segmentation

Communication

Education

Bachelor's degree or equivalent

CFA or CFP designation preferred

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role requires broad knowledge of investments, banking, wealth and estate planning, and fiduciary services to frame, acquire, and retain relationships.

As a U.S. Bank representative in the community, you will grow through internal/external sales, and develop new client relationships within PWM, supported by a team of specialists. A CFA/ CFP is preferred.