Senior Private Wealth Advisor for High-Net-Worth Clients

Us Bank; Reno (NV); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, wealth and estate planning, and trust services to deliver tailored solutions.

The role emphasizes growth through internal and external sales, teamwork with specialists, and serving as a regional conduit for PWM partnerships while upholding regulatory standards.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Frame, acquire, and retain relationships using knowledge of investments, banking, wealth planning, and trust services.
• Drive growth through internal and external sales and development of new client relationships.
• Coordinate with specialists to provide holistic wealth management solutions.

Skills

Relationship management

Networking

Business development

Strategic advisory

Communication skills

Decision making

CFA/CFP

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, wealth and estate planning, and trust services to deliver tailored solutions.

The role emphasizes growth through internal and external sales, teamwork with specialists, and serving as a regional conduit for PWM partnerships while upholding regulatory standards.