Private Wealth Advisor: Grow High-Net-Worth Relationships

U.S. Bank; Boise (ID); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical)

Dental insurance

Vision insurance

401(k) Plan

Paid vacation

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships.

You will use a broad knowledge of investments, banking, estate planning, and trust services to frame, acquire, and retain clients, while collaborating with a team of specialists to provide holistic wealth solutions. This role supports growth through internal and external sales, and acts as a conduit for PWM's regional partners.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience interacting with High and Ultra High Net Worth clients.
• Established network with relationship management, networking, and business development skills.
• Strong communication skills and the ability to simplify complex concepts for diverse audiences.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow the client base through internal and external sales and new relationships.
• Collaborate with specialists to deliver holistic wealth solutions.
• Represent PWM with strategic partners in the region and coordinate team of professionals.

Skills

HNW client management

Relationship management

Business development

Networking

Communication

Strategic advisory

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships.

You will use a broad knowledge of investments, banking, estate planning, and trust services to frame, acquire, and retain clients, while collaborating with a team of specialists to provide holistic wealth solutions. This role supports growth through internal and external sales, and acts as a conduit for PWM's regional partners.