Private Wealth Advisor for UHNW Relationships

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use knowledge of investments, banking, wealth planning, and fiduciary services to frame, acquire, and retain clients, with support from specialists.

The role emphasizes growth through internal and external sales, developing new relationships, and acting as a regional conduit for strategic partners. NMLS and other background checks apply.

Qualifications

• Bachelor's degree or equivalent experience.
• Eight or more years of experience with High Net Worth clients.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Identify, close, and deepen client relationships.
• Grow through internal and external sales and new client wins.
• Coordinate with specialists to service clients holistically.
• Act as a conduit for strategic partners in the region.

Skills

Relationship management

Networking

Business development

Client profiling

Holistic client management

Strong communication

Education

Bachelor's degree

CFA/ CFP preferred

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use knowledge of investments, banking, wealth planning, and fiduciary services to frame, acquire, and retain clients, with support from specialists.

The role emphasizes growth through internal and external sales, developing new relationships, and acting as a regional conduit for strategic partners. NMLS and other background checks apply.