Private Wealth Advisor | Hybrid, High-Net-Worth Growth

U.S. Bank; Nashville (TN); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Parental leave

Life insurance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships by leveraging investments, banking, estate planning, and trust services.

The PWA will work with a team of specialists to frame strategies for High Net Worth clients and expand PWM coverage in the region. The role requires NMLS registration under SAFE Act, strong relationship management, and the ability to act as a strategic advisor with a broad knowledge base.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience interacting with High Net Worth clients.
• Experience profiling clients and formulating customized strategies to address their needs.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Collaborate with specialists to provide deeper knowledge in their areas of expertise.
• Grow the business through internal and external sales and development of new client relationships.

Skills

Relationship management

Networking

Business development

Strategic advisory

Client profiling

Communication

Decision making

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 by leveraging investments, banking, estate planning, and trust services.

The PWA will work with a team of specialists to frame strategies for High Net Worth clients and expand PWM coverage in the region. The role requires NMLS registration under SAFE Act, strong relationship management, and the ability to act as a strategic advisor with a broad knowledge base.