Private Wealth Advisor — HNW Growth & Strategy

U.S. Bank; New York (NY); Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA uses knowledge of investments, banking, wealth planning and trust services to frame, acquire, and retain clients.

A successful candidate has extensive client-networking skills, deep experience with High and Ultra High Net Worth individuals, and the ability to coordinate a team of specialists. The role offers a hybrid schedule and opportunities to grow within PWM.

Qualifications

• Bachelor's degree - Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Requires established network with strong relationship management, networking, and business development skills.
• Experience profiling clients and formulating customized strategies to address their needs.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Provide deeper knowledge in investments, banking, wealth and estate planning, and trust services to frame and retain relationships.

Skills

Relationship management

Networking

Business development

Client profiling

Strategic advising

Communication skills

Problem solving

Decision making

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA uses knowledge of investments, banking, wealth planning and trust services to frame, acquire, and retain clients.

A successful candidate has extensive client-networking skills, deep experience with High and Ultra High Net Worth individuals, and the ability to coordinate a team of specialists. The role offers a hybrid schedule and opportunities to grow within PWM.