Private Wealth Advisor: Strategic Wealth Growth

US Bank; Charlotte (NC); Sur place; USD 140 000 - 175 000; Plein temps

Avantages offerts par ce poste

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships among High and Ultra High Net Worth clients. You will apply a holistic view of investments, banking, estate planning, and trust services to tailor strategies and retain relationships.

The role emphasizes growth via internal and external sales. National Mortgage Licensing System (NMLS) requirements apply; background and credit checks are part of the process.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsabilités

• Identify, close, and deepen client relationships.
• Use familiarity with client circumstances alongside knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
• Grow through internal and external sales and development of new client relationships within PWM.

Connaissances

Relationship management

Networking

Business development

Client profiling

Strategic partnerships

Communication skills

Problem solving

Independent decision making

Strategic advisory

Formation

Bachelor's degree or equivalent work experience

Description du poste

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships among High and Ultra High Net Worth clients. You will apply a holistic view of investments, banking, estate planning, and trust services to tailor strategies and retain relationships.

The role emphasizes growth via internal and external sales. National Mortgage Licensing System (NMLS) requirements apply; background and credit checks are part of the process.