Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Dallas (TX); On-site; USD 158,000 - 193,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

401(k)

Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Senior Wealth Manager to retain and grow relationships with medium to large high-net-worth clients. You will lead a team of Banking, Trust and Investment professionals to meet client needs and provide expert financial counsel.

The role requires NMLS registration under SAFE Act; you will work with colleagues across banking products and services, leveraging your extensive wealth-management experience to deliver tailored guidance.

Qualifications

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

Responsibilities

• Retain and grow high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in wealth management.
• Partner with colleagues to service unique client needs.

Skills

Relationship management

Networking

Business development

Analytical thinking

Problem solving

Writing

Speaking

Presentation

Independent decisions

Education

Bachelor's degree

Tools

CFA designation

CFP designation

Job description

U.S. Bank is seeking a Senior Wealth Manager to retain and grow relationships with medium to large high-net-worth clients. You will lead a team of Banking, Trust and Investment professionals to meet client needs and provide expert financial counsel.

The role requires NMLS registration under SAFE Act; you will work with colleagues across banking products and services, leveraging your extensive wealth-management experience to deliver tailored guidance.