Senior Private Wealth Advisor

Us Bank; Green Bay (WI); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor to build a team of trust, banking and investment professionals around high net worth clients.

You will focus on retention and growth of client relationships and collaborate with Product Specialists to deliver comprehensive financial planning and fiduciary services. The role requires NMLS registration and adherence to regulatory and compliance standards, with a background in banking, trust and investment products.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Experience with fiduciary, trust, or investment planning.

Responsibilities

• Build a team of trust, banking and investment professionals for high net worth clients.
• Retain and grow assigned client relationships.
• Partner with PWM Product Specialists to provide comprehensive financial advice.
• Ensure fiduciary administration and compliance.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Client servicing

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Private Wealth Advisor to build a team of trust, banking and investment professionals around high net worth clients.

You will focus on retention and growth of client relationships and collaborate with Product Specialists to deliver comprehensive financial planning and fiduciary services. The role requires NMLS registration and adherence to regulatory and compliance standards, with a background in banking, trust and investment products.