Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank; Walnut Creek (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a seasoned wealth management professional responsible for retaining and growing medium to large high-net-worth client relationships. You will build a team around the client to meet and exceed needs, offering expert wealth guidance and complex advisory support.

Required are strong relationship management, extensive knowledge of banking, trust and investment products, and a CFA/ CFP preference. This role requires NMLS registration and compliance with regulatory requirements.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ 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.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Retention and growth of medium to large high net worth client relationships.
• Build a team around client that meets and exceeds client needs.
• Provide counsel and expert advice in wealth management.
• Handle complex wealth and relationship management issues.

Skills

Relationship management

Networking

Business development

Wealth management

Analytical skills

Written and verbal communication

CFA/ CFP preferred

Education

Bachelor's degree or equivalent

Tools

NMLS registration

Job description

U.S. Bank is seeking a seasoned wealth management professional responsible for retaining and growing medium to large high-net-worth client relationships. You will build a team around the client to meet and exceed needs, offering expert wealth guidance and complex advisory support.

Required are strong relationship management, extensive knowledge of banking, trust and investment products, and a CFA/ CFP preference. This role requires NMLS registration and compliance with regulatory requirements.