Private Wealth Management Private Wealth Advisor

U.S. Bank; Portland (OR); Hybrid; USD 127,000 - 155,000; Full time

Job summary

U.S. Bank is seeking a seasoned wealth management professional to retain and grow relationships with medium to large high-net-worth clients in Portland.

You will lead a team of Banking, Trust, and Investment professionals to meet client needs and deliver holistic wealth solutions. The ideal candidate has extensive experience in wealth management for UHNW clients, strong networking and business development skills, and professional designations such as CFA or CFP.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration under SAFÉ Act of 2008; background and credit checks required; possible impact on offer/employment.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client to meet needs.
• Provide counsel and expert wealth management advice to clients.

Skills

Relationship management

Networking

Business development

Product knowledge

Collaboration

Analytical skills

Communication skills

Independent decision making

CFA/CFP

Education

Bachelor's degree

Job description

Introduction

At 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.

Basic Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience in high and ultra-high net worth client wealth management activities.
• 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.

Preferred Skills/Experience

• Strong relationship management, networking, and business development skills.
• Excellent talent for driving business.
• Thorough 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.

Hybrid Role

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working 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 law.

Review our full benefits available by employment status here.

Equal Opportunity

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.

Pay Range

Pay Range: $126,810.00 - 154,990.00

Background Checks and Compliance

U.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 Status

Posting may be closed earlier due to high volume of applicants.

Conclusion

At 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.