Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Atlanta (GA); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships among High and Ultra High Net Worth clients. You will use expertise in investments, banking, wealth and estate planning, and trust services to craft and deliver tailored strategies.

NMLS registration is required and background/credit checks apply. Base pay ranges from $140,000 to $175,000, with further considerations based on qualifications.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with strong relationship management, networking, and business development skills.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Frame, acquire, and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services.
• Collaborate with specialists to deliver holistic wealth management solutions.

Skills

Relationship management

Networking

Business development

Communication

Strategic advisory

Financial markets knowledge

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships among High and Ultra High Net Worth clients. You will use expertise in investments, banking, wealth and estate planning, and trust services to craft and deliver tailored strategies.

NMLS registration is required and background/credit checks apply. Base pay ranges from $140,000 to $175,000, with further considerations based on qualifications.