Senior Private Wealth Advisor for HNW Clients

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Sick leave

Adoption assistance

Parental leave

Life insurance

Holiday pay

Job summary

U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with high net worth clients. You will lead a team of Banking, Trust and Investment professionals to meet complex client needs and drive growth.

The role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks as part of the process. A CFA/ CFP designation is preferred. Benefits are available and equality of opportunity is emphasized.

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 size high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client to meet and exceed needs.
• Provide counsel and expert advice in all areas of Wealth Management; handle complex issues.

Skills

Relationship management

Networking

Business development

Driving business

Wealth products knowledge

Analytical skills

Problem solving

Communication skills

Independent decision-making

CFA/ CFP designation

Education

Bachelor's degree

Job description

U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with high net worth clients. You will lead a team of Banking, Trust and Investment professionals to meet complex client needs and drive growth.

The role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks as part of the process. A CFA/ CFP designation is preferred. Benefits are available and equality of opportunity is emphasized.