Private Wealth Management Private Wealth Advisor

US Bank; Sarasota (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a seasoned Wealth Management leader to retain and grow high net worth client relationships. You will build a team of Banking, Trust, and Investment professionals around each client, delivering expert advice and tailored solutions across Wealth Management.

The role requires NMLS registration under SAFE Act; offers a hybrid schedule with in-office days and flexible days elsewhere. Strong relationship, analytical, and presentation skills are essential.

Qualifications

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

Responsibilities

• Retain and grow high net worth client relationships by coordinating Banking, Trust, and Investment professionals around the client.
• Provide counsel and expert advice in all areas of Wealth Management to meet client needs.
• Collaborate with colleagues to identify and service unique client requirements.

Skills

Wealth management experience (10+ yrs)

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Independent decision making

CFA/ CFP designation preferred

Education

Bachelor's degree or equivalent work experience

Job description

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. 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.

Compensation

Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• 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.

Benefits

• 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

Equal Opportunity Employer

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.

Salary Range

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 - 186,230.00

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