Private Wealth Advisor — Grow High-Net-Worth Relationships

U.S. Bank; Bellevue (WA); Híbrido; USD 157.000 - 192.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Life insurance

Disability

Vacation

401(k)

Holidays

Adoption aid

Sick leave

Descripción de la vacante

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using knowledge of investments, banking, estate planning, and fiduciary services.

You will grow through internal and external sales, and coordinate with a team of specialists to tailor strategies for High and Ultra High Net Worth clients. The role requires NMLS registration and compliance with industry standards; a CFA/CFP is preferred.

Formación

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Strong relationship management and business development skills.
• Professional designation such as CFA or CFP is preferred.
• Hybrid work arrangement with three days a week in-office.

Responsabilidades

• Identify, close, and deepen client relationships within PWM.
• Grow revenue through internal and external sales and development of new client relationships.
• Collaborate with a team of specialists to deliver holistic wealth management solutions.
• Act as a conduit for Private Wealth Management's strategic partners in the region.

Conocimientos

Relationship management

Networking

Business development

Strategic advisory

Communication skills

Problem solving

Independence

Educación

Bachelor's degree or equivalent

Descripción del empleo

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships using knowledge of investments, banking, estate planning, and fiduciary services.

You will grow through internal and external sales, and coordinate with a team of specialists to tailor strategies for High and Ultra High Net Worth clients. The role requires NMLS registration and compliance with industry standards; a CFA/CFP is preferred.