Senior Private Wealth Advisor for UHNW Clients

US Bank; Brentwood (CA); Ibrido; USD 134.000 - 164.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Descrizione del lavoro

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to grow and deepen relationships by leveraging investments, banking, trust services, and estate planning. You will identify opportunities, work with specialists, and expand client partnerships to meet financial objectives.

The role emphasizes a holistic client approach, regional partnership development, and a strong emphasis on guiding clients through complex wealth strategies.

Competenze

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Demonstrated success in specific client segments or verticals with developed strategic partnerships.
• Experience profiling clients and formulating customized strategies to address their needs.

Mansioni

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with a team of specialists to provide expert guidance.
• Act as a conduit for Private Wealth Management's strategic partners in the region.

Conoscenze

Relationship management

Networking

Business development

Communication

Strategic advisory

Decision making

Formazione

Bachelor's degree

CFA or CFP preferred

Descrizione del lavoro

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to grow and deepen relationships by leveraging investments, banking, trust services, and estate planning. You will identify opportunities, work with specialists, and expand client partnerships to meet financial objectives.

The role emphasizes a holistic client approach, regional partnership development, and a strong emphasis on guiding clients through complex wealth strategies.