Senior Private Wealth Advisor for High-Net-Worth Clients

US Bank; Sarasota (FL); Hybride; USD 152 000 - 186 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank is seeking a seasoned Wealth Management leader to retain and grow high net worth client relationships. You will build a team of Banking, Trust, and Investment professionals around each client, delivering expert advice and tailored solutions across Wealth Management.

The role requires NMLS registration under SAFE Act; offers a hybrid schedule with in-office days and flexible days elsewhere. Strong relationship, analytical, and presentation skills are essential.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10 or more years of experience in high and ultra-high net worth client wealth management activities.
• Excellent relationship management, networking, and business development skills.
• Extraordinary talent for driving business.
• 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.
• Excellent writing, speaking, and presentation skills.
• Ability to make critical decisions independently.
• Professional designation such as CFA or CFP is preferred.

Responsabilités

• Retain and grow high net worth client relationships by coordinating Banking, Trust, and Investment professionals around the client.
• Provide counsel and expert advice in all areas of Wealth Management to meet client needs.
• Collaborate with colleagues to identify and service unique client requirements.

Connaissances

Wealth management experience (10+ yrs)

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Independent decision making

CFA/ CFP designation preferred

Formation

Bachelor's degree or equivalent work experience

Description du poste

U.S. Bank is seeking a seasoned Wealth Management leader to retain and grow high net worth client relationships. You will build a team of Banking, Trust, and Investment professionals around each client, delivering expert advice and tailored solutions across Wealth Management.

The role requires NMLS registration under SAFE Act; offers a hybrid schedule with in-office days and flexible days elsewhere. Strong relationship, analytical, and presentation skills are essential.