Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Cincinnati (OH); Hybrid; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Disability insurance

Job summary

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and partner with product specialists to deliver comprehensive financial planning and fiduciary advice.

The role requires NMLS registration and a thorough understanding of banking, trust, and investment products. Hybrid/flexible scheduling with in-office days and remote work options is offered.

Qualifications

• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Bachelor's degree, or equivalent work experience.
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products.
• Strong relationship management, networking and business development skills.
• Ability to make critical decisions independently.

Responsibilities

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships and provide comprehensive financial advice.
• Partner with Private Wealth Management Product Specialists to ensure fiduciary administration and compliance.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Education

Bachelor's degree

Equivalent work experience

Job description

U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and partner with product specialists to deliver comprehensive financial planning and fiduciary advice.

The role requires NMLS registration and a thorough understanding of banking, trust, and investment products. Hybrid/flexible scheduling with in-office days and remote work options is offered.