Senior Private Wealth Advisor for High-Net-Worth Growth

U.S. Bank; Brentwood (TN); On-site; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Short-term and long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a seasoned wealth management executive to retain and grow high net worth client relationships. Lead a team of Banking, Trust and Investment professionals around each client, delivering expert advice and tailor-made solutions across wealth management disciplines.

The role requires NMLS registration under SAFE Act and strong leadership, communication, and analytical skills, with CFA or CFP designation preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of high net worth client wealth management experience.
• Excellent relationship management, networking, and business development skills.
• Extraordinary talent for driving business growth.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client that meets and exceeds client needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Business growth

Analytical skills

Communication skills

Independent decision making

Education

Bachelor's degree or equivalent work experience

10+ years wealth management experience

Job description

U.S. Bank is seeking a seasoned wealth management executive to retain and grow high net worth client relationships. Lead a team of Banking, Trust and Investment professionals around each client, delivering expert advice and tailor-made solutions across wealth management disciplines.

The role requires NMLS registration under SAFE Act and strong leadership, communication, and analytical skills, with CFA or CFP designation preferred.