Private Wealth Advisor — Growth with HNW Clients (Hybrid)

U.S. Bank; Sarasota (FL); Hybrid; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

Sick leave

Holiday opportunities

Adoption assistance

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to grow client relationships across wealth and estate planning, investments, banking, and fiduciary services. The PWA uses knowledge of client circumstances to acquire and retain relationships with a broad range of products and services.

The role involves growth through internal and external sales, collaboration with specialists, and building a regional network. A hybrid schedule with in-office days is required.

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 for PWM.
• Collaborate with specialists to provide holistic wealth, tax, and trust services.
• Grow through internal and external sales and development of new client relationships.

Skills

Networking

Relationship management

Business development

Strong communication

Education

Bachelor's degree

Professional designation CFA/CFP (preferred)

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to grow client relationships across wealth and estate planning, investments, banking, and fiduciary services. The PWA uses knowledge of client circumstances to acquire and retain relationships with a broad range of products and services.

The role involves growth through internal and external sales, collaboration with specialists, and building a regional network. A hybrid schedule with in-office days is required.