Private Wealth Advisor: UHNW Growth & Strategy

U.S. Bank; Charlotte (NC); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging broad knowledge of investments, banking, and trust services.

You will grow the client base through internal and external sales, coordinate with specialists, and act as a trusted advisor to High Net Worth clients while navigating regulatory requirements and a commitment to fiduciary excellence.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• NMLS registration and background/credit checks required per SAFÉ Act and Reg Z.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow business through internal and external sales and development of new client relationships.
• Coordinate with specialists and act as a conduit for strategic partners in the region.

Skills

Relationship management

Networking & business development

Client profiling

Team leadership

Communication

Strategic advisory

Independent decision-making

CFA/CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging broad knowledge of investments, banking, and trust services.

You will grow the client base through internal and external sales, coordinate with specialists, and act as a trusted advisor to High Net Worth clients while navigating regulatory requirements and a commitment to fiduciary excellence.