Private Wealth Advisor: UHNW Relationships Architect

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with High Net Worth clients, leveraging investments, banking, estate planning, and trust services to frame and retain strategic client partnerships.

The role drives growth through internal and external referrals, supported by specialists across PWM. CFA/CFP is preferred; NMLS registration may be required for eligibility and practice.

Qualifications

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

Responsibilities

• Identify, close, and deepen client relationships.
• Grow through internal and external sales and development of new client relationships within PWM.
• Collaborate with a team of specialists to support client engagement.
• Act as a strategic advisor and manage holistic wealth management needs.

Skills

High Net Worth client experience

Education

Bachelor’s degree, or equivalent work experience

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with High Net Worth clients, leveraging investments, banking, estate planning, and trust services to frame and retain strategic client partnerships.

The role drives growth through internal and external referrals, supported by specialists across PWM. CFA/CFP is preferred; NMLS registration may be required for eligibility and practice.