Senior Private Wealth Advisor for HNW Clients

300 U.S. Bank National Association; Albuquerque (NM); On-site; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Vacation and holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. The role builds a team around the client, delivering comprehensive banking, trust and investment guidance and counsel.

NMLS registration is required, with a thorough background and credit check as part of the process. The position emphasizes relationship management, networking, business development, and independent decision making, with CFA or CFP credentials preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 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.
• Lead a team of Banking, Trust and Investment professionals around the client to meet needs.
• Provide counsel and expert advice in wealth management across disciplines.

Skills

Relationship management

Networking

Business development

Driving business

Industry knowledge

Analytical skills

Communication skills

Decision making

CFA/ CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a senior wealth management professional to retain and grow high net worth client relationships. The role builds a team around the client, delivering comprehensive banking, trust and investment guidance and counsel.

NMLS registration is required, with a thorough background and credit check as part of the process. The position emphasizes relationship management, networking, business development, and independent decision making, with CFA or CFP credentials preferred.