Senior Private Wealth Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Healthcare

Life Insurance

Disability insurance

Parental Leave

Vacation & Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced wealth management professional to retain and grow high net worth client relationships in a collaborative advisory environment. You will assemble a team of banking, trust and investment specialists to deliver tailored solutions across wealth management disciplines.

The ideal candidate has extensive HNW wealth management experience, NMLS registration, and strong communication and decision-making skills to advise clients and drive business growth.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight+ years of experience in high and ultra-high net worth client wealth management.
• NMLS registration and regulatory background check requirements under SAFÉ Act.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around each client.
• Provide counsel and expert advice across wealth management areas.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Independent decision making

CFA/CFP

Education

Bachelor's degree

CFA/CFP designation

Job description

U.S. Bank seeks an experienced wealth management professional to retain and grow high net worth client relationships in a collaborative advisory environment. You will assemble a team of banking, trust and investment specialists to deliver tailored solutions across wealth management disciplines.

The ideal candidate has extensive HNW wealth management experience, NMLS registration, and strong communication and decision-making skills to advise clients and drive business growth.