Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Denver (CO); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer contributions

Paid vacation

Job summary

U.S. Bank seeks an experienced wealth management executive to retain and grow high-net-worth client relationships in a team-driven environment. You will coordinate banking, trust, and investment professionals to meet complex client needs.

You’ll provide expert financial counsel, manage relationships, and drive business growth with strong analytical and communication skills, including independent decision making and presentation capabilities.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration required under the SAFE Act; includes background and credit checks.

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 across Wealth Management areas.

Skills

Relationship management

Networking

Business development

Written communication

Presentation skills

Analytical problem solving

Independent decision making

CFA/ CFP designation

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank seeks an experienced wealth management executive to retain and grow high-net-worth client relationships in a team-driven environment. You will coordinate banking, trust, and investment professionals to meet complex client needs.

You’ll provide expert financial counsel, manage relationships, and drive business growth with strong analytical and communication skills, including independent decision making and presentation capabilities.