Private Wealth Advisor — Elite HNW Client Growth (Hybrid)

U.S. Bank; Columbus (OH); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Parental leave

Disability insurance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, with a focus on High and Ultra High Net Worth clients.

The role emphasizes growth through internal and external sales and building strategic partnerships in the region. The PWA acts as a comprehensive advisor across investments, banking, estate planning, and fiduciary services, collaborating with specialists and maintaining compliance with regulatory requirements.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Wealth clients.
• Established network with strong relationship management, networking, and business development skills.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow business through internal and external sales and development of new client relationships.
• Serve as a conduit for Private Wealth Management’s strategic partners in the region.
• Coordinate with specialists to deliver holistic wealth, estate planning, banking, and fiduciary services.

Skills

Relationship management

Business development

Communication

Strategic advisor

CFA/ CFP designation

Education

Bachelor’s degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, with a focus on High and Ultra High Net Worth clients.

The role emphasizes growth through internal and external sales and building strategic partnerships in the region. The PWA acts as a comprehensive advisor across investments, banking, estate planning, and fiduciary services, collaborating with specialists and maintaining compliance with regulatory requirements.