Private Wealth Advisor — Hybrid Role, Grow Client Wealth

U.S. Bank; Naples (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management in Naples, FL is seeking a Private Wealth Advisor to identify, close, and deepen client relationships.

You will apply knowledge of investments, banking, estate planning and fiduciary services to frame, acquire, and retain relationships, leading a team-based service model to deliver an exceptional client experience. This role requires a bachelor’s degree or equivalent, 10+ years in high‑net‑worth wealth management, and excellent relationship, networking, and

Qualifications

• Bachelor’s degree or equivalent work experience.
• 10+ years of experience in high net worth client wealth management activities.
• Excellent relationship management, networking and business development skills.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.

Responsibilities

• Identify, close, and deepen client relationships.
• Use knowledge of investments, banking, estate planning, and fiduciary services to frame, acquire, and retain relationships.
• Lead a team-based service model to deliver the client experience.

Skills

Relationship management

Networking

Business development

Analytical skills

Written and verbal communication

Decision making

Education

Bachelor’s degree or equivalent work experience

Job description

U.S. Bank Private Wealth Management in Naples, FL is seeking a Private Wealth Advisor to identify, close, and deepen client relationships.

You will apply knowledge of investments, banking, estate planning and fiduciary services to frame, acquire, and retain relationships, leading a team-based service model to deliver an exceptional client experience. This role requires a bachelor’s degree or equivalent, 10+ years in high‑net‑worth wealth management, and excellent relationship, networking, and