Private Wealth Advisor (Hybrid) - Client Growth & Strategy

U.S. Bank; Cincinnati (OH); 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

11 paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role leverages knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

Growth comes from internal and external sales and developing new client relationships within PWM. The PWA will operate within a team of specialists and must navigate complex client needs with strong communication and strategic

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.
• Grow through internal and external sales and development of new client relationships within PWM.

Skills

Relationship management

Business development

Strategic advisory

Communication skills

Decision making

CFA or 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. The role leverages knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

Growth comes from internal and external sales and developing new client relationships within PWM. The PWA will operate within a team of specialists and must navigate complex client needs with strong communication and strategic