Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Atlanta (GA); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships among High Net Worth clients. You will leverage expertise across investments, banking, wealth and estate planning, and trust services to frame tailored strategies and grow the PWM book.

This role requires NMLS registration and a rigorous background check. Strong communication and independent decision-making are essential; CFA or CFP is preferred.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Eight or more years of experience serving High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow revenue through internal and external sales and partnerships.
• Develop tailored investment, banking, and estate planning strategies.
• Serve as a strategic advisor to high-net-worth clients.

Skills

Relationship management

Business development

Strategic partnerships

Client profiling

Communication skills

Problem solving

Independent decision making

CFA or CFP preferred

Education

Bachelor's degree, or equivalent work experience

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships among High Net Worth clients. You will leverage expertise across investments, banking, wealth and estate planning, and trust services to frame tailored strategies and grow the PWM book.

This role requires NMLS registration and a rigorous background check. Strong communication and independent decision-making are essential; CFA or CFP is preferred.