Private Wealth Advisor: Grow High-Net-Worth Relationships

U.S. Bank; Nashville (TN); Hybrid; USD 127,000 - 149,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Senior Private Wealth Advisor to identify, close, and deepen client relationships, leveraging knowledge in investments, banking, and estate planning to frame tailored solutions.

You will collaborate with a team of specialists, manage relationships with high-net-worth clients, and drive growth through internal and external referrals while upholding regulatory requirements and best practices.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships.
• Provide investment, banking, and estate planning guidance.
• Collaborate with specialists to deliver holistic wealth solutions.

Skills

Relationship management

Networking

Business development

Communication

Strategic advisor

Independent decision-making

Education

Bachelor’s degree, or equivalent work experience

Job description

U.S. Bank Private Wealth Management seeks a Senior Private Wealth Advisor to identify, close, and deepen client relationships, leveraging knowledge in investments, banking, and estate planning to frame tailored solutions.

You will collaborate with a team of specialists, manage relationships with high-net-worth clients, and drive growth through internal and external referrals while upholding regulatory requirements and best practices.