Private Wealth Advisor

Jobtailor; Walnut Creek (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Jobtailor in the United States seeks a seasoned Wealth Manager to retain and grow high net worth client relationships, and to build a coordinated team of Banking, Trust and Investment professionals around clients.

You will handle complex wealth and relationship management issues, provide counsel and expert advice across wealth management, and drive business development while partnering with colleagues to meet unique client needs.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management.
• NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z.
• Must complete NMLS registration, including background and credit check.
• Maintain NMLS registration requirements, including criminal and credit record.
• Excellent relationship management, networking, and business development skills.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products.
• Ability to partner with colleagues to serve unique client needs.
• CFA or CFP is preferred.
• Comply with Code of Ethics and related workplace policies.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around clients.
• Meet and exceed client needs through coordinated wealth management services.
• Handle complex wealth and relationship management issues.
• Provide counsel and expert advice in all areas of Wealth Management.
• Partner with colleagues to identify and service unique client needs.
• Drive business development and business growth.
• Make critical decisions independently.

Skills

Wealth Management

Client Relationship Management

Business Development

Analytical Skills

Problem-Solving

Financial Advisory

Investment Products Knowledge

Trust Services Knowledge

Banking Products Knowledge

Decision-Making

Education

Bachelor's degree or equivalent

Job description

• Retain and grow medium to large high net worth client relationships
• Build a team of Banking, Trust and Investment professionals around clients
• Meet and exceed client needs through coordinated wealth management services
• Handle complex wealth and relationship management issues
• Provide counsel and expert advice in all areas of Wealth Management
• Partner with colleagues to identify and service unique client needs
• Drive business development and business growth
• Make critical decisions independently

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in high and ultra-high net worth client wealth management activities
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Must complete the required NMLS registration process, including a criminal background and credit check
• Must meet and maintain NMLS registration requirements, including a satisfactory criminal and credit record
• Excellent relationship management, networking, and business development skills
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients' needs
• Well-developed analytical and problem-solving skills
• Excellent writing, speaking, and presentation skills
• Ability to make critical decisions independently
• Professional designation such as CFA or CFP is preferred
• Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates extensive expertise in Wealth Management, focusing on high and ultra-high net worth clients, while effectively driving business development and managing complex client relationships. Proficient in collaborating with a team of Banking, Trust, and Investment professionals to deliver tailored financial solutions.

Highest-signal resume keywords

• Wealth Management Expertise
• High Net Worth Client Relationship Management
• Business Development Skills
• NMLS Registration Compliance
• Analytical and Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Wealth Management
• Client Relationship Management
• Business Development
• Analytical Skills
• Problem-Solving
• Financial Advisory
• Investment Products Knowledge
• Trust Services Knowledge
• Banking Products Knowledge
• Decision-Making

Soft Skills

• Networking Skills
• Communication Skills
• Presentation Skills
• Team Collaboration
• Independent Decision-Making

Certifications & Qualifications

• NMLS Registration
• CFA
• CFP

Industry Keywords

• High Net Worth
• Ultra-High Net Worth
• U.S. Bancorp
• S.A.F.E. Act
• Regulation Z
• Code of Ethics
• Business Conduct
• Workplace Conduct
• Safety Policies