Senior Private Wealth Advisor for High-Net-Worth Growth

U.S. Bank

Nashville (TN)

Hybrid

USD 152,000 - 186,000

Full time

2 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) employer‑funded retirement plan
Paid vacation
Paid holidays
Parental leave
Adoption assistance
Disability insurance

Job summary

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. You will lead a team of banking, trust, and investment professionals to provide counsel and comprehensive solutions across wealth management areas.

NMLS registration and background checks apply, with an in‑office hybrid schedule. The role requires a bachelor’s degree and 10+ years of experience in wealth management for high and ultra‑high net worth clients, plus excellent

Qualifications

  • Bachelor's degree required.
  • 10+ years of experience in high and ultra‑high net worth client wealth management activities.

Responsibilities

  • Retain and grow medium to large high net worth client relationships.
  • Build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs.

Skills

Relationship management
Networking
Business development
Drive business
Analytical & problem solving
Communication skills
Independent decision making
Professional designation (CFA/CFP)

Education

Bachelor's degree

Job description

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. You will lead a team of banking, trust, and investment professionals to provide counsel and comprehensive solutions across wealth management areas.

NMLS registration and background checks apply, with an in‑office hybrid schedule. The role requires a bachelor’s degree and 10+ years of experience in wealth management for high and ultra‑high net worth clients, plus excellent

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