PWM Private Wealth Advisor

Us Bank; Denver (CO); Hybrid; USD 80,000 - 160,000; Full time

Job summary

An established industry player is seeking a Private Wealth Advisor to enhance client relationships and drive growth in wealth management. This role offers the opportunity to work closely with High and Ultra High Net Worth clients, providing tailored financial strategies and advice on investments, estate planning, and more. With a hybrid work model, you will enjoy flexibility while being supported by a team of specialists. If you are passionate about building relationships and delivering exceptional client service, this position is a perfect fit for you.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Adoption assistance

Short-term and long-term disability

Qualifications

• 8+ years of experience with High and Ultra High Net Worth clients.
• Bachelor's degree or equivalent work experience required.

Responsibilities

• Identify, close, and deepen client relationships in Private Wealth Management.
• Collaborate with specialists to provide tailored financial strategies.

Skills

Relationship Management

Networking

Business Development

Communication Skills

Problem-Solving

Client Profiling

Education

Bachelor's Degree

Tools

NMLS Registration

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

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

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

1. Bachelor's degree, or equivalent work experience
2. Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

1. Requires established network with strong relationship management, networking, and business development skills
2. Demonstrated success in specific client segments or verticals with developed strategic partnerships
3. Experience profiling clients and formulating customized strategies to address their needs
4. Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
5. Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
6. A passion for problem-solving and acting as a strategic advisor
7. Ability to make critical decisions independently and act as a business owner
8. Professional designation such as CFA or CFP is preferred

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.

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 (some may vary based on role, location or hours):

• 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

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.