Private Wealth Advisor — Grow UHNW Relationships & Strategy

Us Bank; Madison (WI); Hybrid; USD 134,000 - 164,000; 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 and Safe Leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and estate planning expertise. The role drives growth through internal and external sales and collaborates with specialists to deliver tailored wealth solutions.

The candidate should have a robust network with HNW clients, strong communication, and a strategic mindset, with CFA/CFP as a preferred designation.

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 within PWM.
• Grow the business through internal and external sales and development of new client relationships.
• Collaborate with a team of specialists to deliver holistic wealth management solutions.

Skills

Relationship management

Business development

Communication skills

Problem solving

Strategic advisor

Independent decision making

CFA/CFP preferred

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, leveraging investments, banking, and estate planning expertise. The role drives growth through internal and external sales and collaborates with specialists to deliver tailored wealth solutions.

The candidate should have a robust network with HNW clients, strong communication, and a strategic mindset, with CFA/CFP as a preferred designation.