Hybrid Senior Private Wealth Advisor

US Bank

Portland (OR)

Hybrid

USD 127,000 - 155,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank in Portland seeks an experienced wealth management professional to retain and grow high-net-worth client relationships. You will assemble a team of banking, trust and investment experts to meet client needs and deliver trusted guidance.

The role requires deep knowledge of wealth management, strong relationship skills, and the ability to drive business growth while advising clients across strategies.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 8+ years of experience in high/ultra-high net worth client wealth management.
  • Requires NMLS registration; background/credit checks.

Responsibilities

  • Retain and grow medium to large high-net-worth client relationships.
  • Lead a team of Banking, Trust and Investment professionals around each client.
  • Provide counsel and expert wealth-management advice.

Skills

Relationship management
Networking
Business development
Analytical skills
Presentation skills
Independent decision making

Education

Bachelor's degree
NMLS registration (SAFE Act)

Job description

U.S. Bank in Portland seeks an experienced wealth management professional to retain and grow high-net-worth client relationships. You will assemble a team of banking, trust and investment experts to meet client needs and deliver trusted guidance.

The role requires deep knowledge of wealth management, strong relationship skills, and the ability to drive business growth while advising clients across strategies.

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