Private Wealth Management Private Wealth Advisor

U.S. Bank

Nashville (TN)

Híbrido

USD 152 000 - 186 000

Tempo integral

14 dias+

Uma candidatura completa num minuto

Currículo e carta de apresentação personalizados, prontos a enviar.

Ultrapassa os filtros ATS

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)
401(k) plan
Paid vacation
Adoption assistance
Disability insurance

Resumo da oferta

U.S. Bank Private Wealth Management in Nashville seeks a seasoned Private Wealth Advisor to retain and grow high-net-worth client relationships. You will lead a cross-disciplinary team of Banking, Trust and Investment professionals to meet client needs and deliver comprehensive wealth management guidance.

The role requires extensive experience, strong relationship-building, and the ability to make independent decisions. A CFA or CFP is preferred, with a hybrid in-office schedule.

Qualificações

  • Bachelor's degree required.
  • 10+ years of experience in high and ultra-high net worth client wealth management.
  • NMLS registration required under SAFÉ Act and related regulations.

Responsabilidades

  • Retain and grow medium to large high-net-worth client relationships.
  • Build and lead a team of Banking, Trust and Investment professionals around the client.
  • Provide counsel and expert advice across Wealth Management.

Conhecimentos

Relationship management
Networking
Business development
Analytical skills
Communication skills
Independent decision making
CFA/ CFP preferred

Formação académica

Bachelor's degree

Descrição da oferta de emprego

## Private Wealth Management Private Wealth AdvisorApply: Nashville, TN: Full time: Posted Yesterday: End Date: December 31, 2026 (30+ days left to apply): 2026-0010685At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.## **Job Description**Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment**Basic Qualifications** - Bachelor's degree - 10 or more years of experience in high and ultra-high net worth client wealth management activities**Preferred Skills/Experience** - Excellent relationship management, networking, and business development skills - Extraordinary talent for driving business - Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving skills - Excellent writing, speaking, and presentation skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred**Location:**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.**Benefits:**Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here.U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $152,370.00 - 186,230.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.**Posting may be closed earlier due to high volume of applicants.**
Obtém a tua avaliação gratuita e confidencial do currículo.

ou arrasta e larga o ficheiro aqui.

Similar jobs

Ofertas semelhantes que vale a pena comparar

PWA Private Wealth Advisor
PWA Private Wealth Advisor

U.S. Bank • San Diego (CA)

Híbrido
USD 159 970 - 188 200
Healthcare (medical, dental, vision)
401(k) and employer-funded retirement plan
Paid vacation and holidays
+1
Wealth Management Affluent Banker- Strongsville, OH
Wealth Management Affluent Banker- Strongsville, OH

U.S. Bank • Strongsville (OH)

Presencial
USD 91 000 - 112 000
Healthcare (medical, dental, vision)
401(k)
Paid vacation
+1
Private Wealth Management Private Wealth Advisor
Private Wealth Management Private Wealth Advisor

U.S. Bank • Reno (NV)

Híbrido
USD 134 000 - 164 000
Healthcare
Life Insurance
Disability insurance
+6
Financial Advisor, Nashville - Burkitt Commons, TN
Financial Advisor, Nashville - Burkitt Commons, TN

U.S. Bank • Brentwood (TN)

Híbrido
USD 65 000 - 80 200
Healthcare benefits
401(k) retirement plan
Paid vacation
+4
Private Wealth Management Senior Private Wealth Advisor
Private Wealth Management Senior Private Wealth Advisor

U.S. Bank • Torrance (CA)

Presencial
USD 169 000 - 207 000
Healthcare
Life insurance
Disability insurance
+6
Private Wealth Management Senior Private Wealth Advisor
Private Wealth Management Senior Private Wealth Advisor

U.S. Bank • Bellevue (WA)

Presencial
USD 180 000 - 220 000
Financial Advisor - Houston, TX
Financial Advisor - Houston, TX

U.S. Bank • Houston (TX)

Presencial
USD 65 000 - 80 000
Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation
+3
Wealth Management Advisor: Greenwich, CT
Wealth Management Advisor: Greenwich, CT

U.S. Bank • Greenwich (CT)

Presencial
USD 65 000 - 80 000
Healthcare
401(k) plan
Paid vacation
+2
Wealth Management Advisor-Sun City AZ
Wealth Management Advisor-Sun City AZ

U.S. Bank • Sun City (AZ)

Presencial
USD 65 000 - 80 200
Healthcare
401(k) plan
Paid vacation
+3
PWM Private Wealth Advisor
PWM Private Wealth Advisor

U.S. Bank • Cincinnati (OH)

Híbrido
USD 134 000 - 164 000
Healthcare
401(k) plan
Paid vacation
+3