Private Wealth Advisor: UHNW Relationship Architect

US Bank; Atlanta (GA); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

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 across investments, banking, and estate planning. You will work with high-net-worth clients and a team of specialists to deliver tailored wealth solutions.

Success requires extensive relationship-building, a strong network, and the ability to translate complex financial concepts for clients. A CFA or CFP is preferred, and NMLS registration may apply.

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.
• Frame, acquire, and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services.
• Collaborate with specialists to deliver comprehensive wealth management services for clients.

Skills

Relationship management

Networking

Business development

Strong communication

Problem solving

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 across investments, banking, and estate planning. You will work with high-net-worth clients and a team of specialists to deliver tailored wealth solutions.

Success requires extensive relationship-building, a strong network, and the ability to translate complex financial concepts for clients. A CFA or CFP is preferred, and NMLS registration may apply.