Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; San Diego (CA); Hybrid; USD 160,000 - 188,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced wealth management professional to retain and grow medium to large size high net worth client relationships.

You will lead a team of Banking, Trust and Investment professionals to meet and exceed client needs, providing counsel and expert advice in all areas of Wealth Management. The role requires NMLS registration under the SAFE Act and Regulation Z, with a hybrid/flexible schedule.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of high and ultra-high net worth client wealth management experience.
• Excellent relationship management, networking, and business development skills.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
• Ability to partner with colleagues to identify and service unique clients' needs.
• Well-developed analytical and problem-solving skills; strong written and verbal communication.

Responsibilities

• Retention and growth of medium to large size high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client to meet and exceed needs.
• Provide counsel and expert advice across Wealth Management; collaborate with colleagues to serve client needs.

Skills

Relationship management

Networking

Business development

Analytical thinking

Problem solving

Communication

Decision making

CFA/CFP preferred

Education

Bachelor's degree

CFA/CFP preferred

Job description

U.S. Bank seeks an experienced wealth management professional to retain and grow medium to large size high net worth client relationships.

You will lead a team of Banking, Trust and Investment professionals to meet and exceed client needs, providing counsel and expert advice in all areas of Wealth Management. The role requires NMLS registration under the SAFE Act and Regulation Z, with a hybrid/flexible schedule.