Senior Private Wealth Advisor for High-Net-Worth Growth

U.S. Bank; Ontario (CA); On-site; USD 141,000 - 173,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with high-net-worth clients. The role requires expertise in investments, banking, trust services, and fiduciary planning to deliver holistic wealth solutions.

You will grow client relationships through internal and external sales, leveraging a network of specialists to tailor strategies. Knowledge of regulatory requirements and a consultative mindset are essential for success.

Qualifications

• Established network with strong relationship management, networking, and business development skills.
• Proven success with specific client segments or verticals and developed strategic partnerships.
• Experience profiling clients and formulating customized strategies to meet needs.
• Holistic approach to managing client relationships with ability to organize and prioritize a team of specialists.
• Strong communication skills and ability to simplify complex concepts for diverse audiences.
• Passion for problem-solving and acting as a strategic advisor.
• Ability to make critical decisions independently and act as a business owner.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide deeper knowledge in investments, banking, and trust services.
• Act as a conduit for PWM's strategic partners in the region.
• Ensure alignment with NMLS requirements and compliance standards.

Skills

Relationship management

Networking

Business development

Client profiling

Communication skills

Problem solving

Independent decisions

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with high-net-worth clients. The role requires expertise in investments, banking, trust services, and fiduciary planning to deliver holistic wealth solutions.

You will grow client relationships through internal and external sales, leveraging a network of specialists to tailor strategies. Knowledge of regulatory requirements and a consultative mindset are essential for success.