Private Wealth Advisor: Grow UHNW Relationships

U.S. Bank; Las Vegas (NV); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Holiday opportunities

Adoption assistance

Sick/Safe Leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage expertise in investments, banking, estate planning, trust services, and fiduciary administration to frame and retain high-value clients.

The role requires NMLS registration, strong relationship management, and a track record of growing wealth-management footprints. An CFA/CFP designation is preferred, with a focus on strategic advisory and independent

Qualifications

• Bachelor’s degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with strong relationship management and business development skills.
• Ability to profile clients and develop customized strategies.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with specialists to deliver holistic wealth management strategies.
• Act as a conduit for strategic partners in the region.

Skills

Relationship management

Business development

Client segmentation

Team leadership

Communication

Strategic advisory

Decision making

CFA/CFP designation

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage expertise in investments, banking, estate planning, trust services, and fiduciary administration to frame and retain high-value clients.

The role requires NMLS registration, strong relationship management, and a track record of growing wealth-management footprints. An CFA/CFP designation is preferred, with a focus on strategic advisory and independent