Private Wealth Advisor: UHNW Growth & Strategy

Us Bank

Atlanta (GA)

On-site

USD 134,000 - 164,000

Full time

2 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation and holidays
Disability and life insurance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging expertise in investments, banking, and estate planning. You will coordinate with a team of specialists to provide holistic wealth strategies for High Net Worth clients.

The role emphasizes growth through internal and external sales, strong networking, and the ability to manage scalable client solutions while maintaining compliance and fiduciary standards.

Qualifications

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

Skills

Relationship management
Business development
Client segmentation
Strategic advising
Communication skills

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging expertise in investments, banking, and estate planning. You will coordinate with a team of specialists to provide holistic wealth strategies for High Net Worth clients.

The role emphasizes growth through internal and external sales, strong networking, and the ability to manage scalable client solutions while maintaining compliance and fiduciary standards.

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