Senior Private Wealth Advisor for High-Net-Worth Clients

Usbank

Denver (CO)

On-site

USD 132,000 - 161,000

Full time

14 days+
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Benefits offered by this job

Healthcare benefits
401(k) plan with company match
Paid time off (vacation)

Job summary

U.S. Bank is seeking an experienced wealth management executive to retain and grow a portfolio of medium to large high net worth clients in Denver. You will assemble and lead a team of banking, trust, and investment professionals to deliver tailored advice and solutions.

The role requires deep expertise in wealth management, strong relationship management, and the ability to drive business growth while maintaining strict regulatory and fiduciary standards.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Eight or more years of high/ultra-high net worth wealth management experience.
  • NMLS registration under SAFÉ Act; background and credit checks.
  • CFA or CFP designation preferred.

Responsibilities

  • Retain and grow relationships with medium to large high net worth clients.
  • Lead a team of Banking, Trust and Investment professionals around the client to meet needs.
  • Provide counsel and expert advice across Wealth Management domains.

Skills

Relationship management
Business development
Communication skills
CFA/CFP designation

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking an experienced wealth management executive to retain and grow a portfolio of medium to large high net worth clients in Denver. You will assemble and lead a team of banking, trust, and investment professionals to deliver tailored advice and solutions.

The role requires deep expertise in wealth management, strong relationship management, and the ability to drive business growth while maintaining strict regulatory and fiduciary standards.

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