Private Wealth Advisor — UHNW Growth & Holistic Planning

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Leave Benefits

Job summary

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The Private Wealth Advisor (PWA) identifies, closes, and deepens client relationships, leveraging knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.

This role is hybrid, requiring three days a week at a U.S. Bank location with flexibility on other days, and welcomes professionals with strong client networks and a 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 within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic wealth management solutions.
• Act as a conduit for PWM's strategic partners in the region.

Skills

Relationship Management

Networking

Business Development

Strategic Advisory

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The Private Wealth Advisor (PWA) identifies, closes, and deepens client relationships, leveraging knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.

This role is hybrid, requiring three days a week at a U.S. Bank location with flexibility on other days, and welcomes professionals with strong client networks and a strategic