Private Wealth Advisor: Elite UHNW Client Strategist

U.S. Bank; Chicago (IL); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Short-term disability

Long-term disability

Pregnancy disability and parentalleave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth clients. You will leverage knowledge of investments, banking, wealth planning, and trust services to frame and retain opportunities.

You will collaborate with a team of specialists and support growth through internal and external sales, developing new client relationships while complying with NMLS registration and regulatory requirements.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High Net Worth clients.
• NMLS registration under the S.A.F.E. Act and Regulation Z required.
• Strong relationship management and business development skills.
• CFA or CFP designation is preferred.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Drive growth through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic wealth, estate planning, and trust services.
• Act as a conduit for Private Wealth Management's strategic partners in the region.

Skills

Relationship mgmt

Business development

Networking

Strategic advisor

Communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth clients. You will leverage knowledge of investments, banking, wealth planning, and trust services to frame and retain opportunities.

You will collaborate with a team of specialists and support growth through internal and external sales, developing new client relationships while complying with NMLS registration and regulatory requirements.