Senior Private Wealth Advisor for High Net Worth

U.S. Bank; Sarasota (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a senior wealth-management leader responsible for retention and growth of high net worth client relationships, building a team of Banking, Trust and Investment professionals to meet client needs.

This role requires strong advisory skills and deep knowledge of wealth management products and services. The position emphasizes NMLS registration under the SAFE Act, with a hybrid/flexible schedule.

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

Responsibilities

• Retention and growth of medium to large high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around the client to meet and exceed client needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Driving business

Knowledge of Banking/Trust/Investment

Client advisory

Written and oral communication

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank seeks a senior wealth-management leader responsible for retention and growth of high net worth client relationships, building a team of Banking, Trust and Investment professionals to meet client needs.

This role requires strong advisory skills and deep knowledge of wealth management products and services. The position emphasizes NMLS registration under the SAFE Act, with a hybrid/flexible schedule.