Senior Private Wealth Advisor for HNW Clients

U.S. Bank; Portland (OR); Hybrid; USD 127,000 - 155,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Portland, OR seeks an experienced wealth management leader to retain and grow high net worth client relationships. You will coordinate Banking, Trust, and Investment professionals around each client, delivering expert wealth management counsel across disciplines.

The ideal candidate holds a Bachelor's degree with 8+ years in HNW wealth management and NMLS licensing. This hybrid role offers strong compensation and comprehensive benefits, with opportunities to impact clients and

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration under the SAFÉ Act of 2008 and Regulation Z, with criminal background and credit checks.

Responsibilities

• Retain and grow high net worth client relationships.
• Coordinate Banking, Trust, and Investment professionals around each client to meet needs.
• Provide counsel and expert advice in wealth management.

Skills

Relationship management

Business development

Analytical thinking

Communication skills

Decisiveness

Professional designation CFA CFP

Education

Bachelor's degree

Job description

U.S. Bank in Portland, OR seeks an experienced wealth management leader to retain and grow high net worth client relationships. You will coordinate Banking, Trust, and Investment professionals around each client, delivering expert wealth management counsel across disciplines.

The ideal candidate holds a Bachelor's degree with 8+ years in HNW wealth management and NMLS licensing. This hybrid role offers strong compensation and comprehensive benefits, with opportunities to impact clients and