Senior Private Wealth Advisor — Elite HNW Relationships

Us Bank; Seattle (WA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships.

You will build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. This role requires extensive experience in wealth management, the NMLS registration considerations, and the ability to advise on complex financial strategies.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of high and ultra-high net worth wealth management experience.

Responsibilities

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

Skills

Relationship management

Networking

Business development

Driving business

Analytical skills

Communication skills

Decision making

Professional designation CFA/ CFP

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships.

You will build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. This role requires extensive experience in wealth management, the NMLS registration considerations, and the ability to advise on complex financial strategies.