Senior Private Wealth Advisor for UHNW Clients

Us Bank; Charlotte (NC); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid time off

Job summary

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives through holistic wealth and estate planning, investments, banking, and fiduciary services.

The Private Wealth Advisor (PWA) grows and deepens client relationships, leveraging a broad knowledge base and internal specialists to deliver tailored solutions. This role requires NMLS registration, a background and credit check, and strong relationship-management capabilities to act as a trusted

Qualifications

• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Bachelor's degree, or equivalent work experience.

Responsibilities

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

Skills

Relationship management

Business development

Strong communication

Strategic advisory

Problem solving

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives through holistic wealth and estate planning, investments, banking, and fiduciary services.

The Private Wealth Advisor (PWA) grows and deepens client relationships, leveraging a broad knowledge base and internal specialists to deliver tailored solutions. This role requires NMLS registration, a background and credit check, and strong relationship-management capabilities to act as a trusted