Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Kansas City (MO); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Paid holidays

Parental leave

Disability insurance

Job summary

U.S. Bank's Private Wealth Management team seeks a Private Wealth Advisor to build and lead a trusted network of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and collaborate with Product Specialists to deliver comprehensive financial advice and fiduciary service.

The role requires NMLS registration and compliance with the S.A.F.E. Act and Regulation Z, with background and credit checks.

Qualifications

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

Responsibilities

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

Skills

HNWI experience

Relationship mgmt

Networking

Industry knowledge

Communication skills

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank's Private Wealth Management team seeks a Private Wealth Advisor to build and lead a trusted network of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and collaborate with Product Specialists to deliver comprehensive financial advice and fiduciary service.

The role requires NMLS registration and compliance with the S.A.F.E. Act and Regulation Z, with background and credit checks.