Senior Private Wealth Advisor for UHNW Clients

Us Bank; Madison (WI); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.

The Private Wealth Advisor (PWA) uses knowledge of investments, banking, wealth planning, and trust services to frame, acquire, and retain relationships, aiming for growth through internal and external sales within PWM. This role involves developing new client relationships and collaborating with specialists.

Qualifications

• Requires established network with strong relationship management, networking, and business development skills.
• Demonstrated success in specific client segments or verticals with developed strategic partnerships.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists.
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication.
• A passion for problem-solving and acting as a strategic advisor.
• Ability to make critical decisions independently and act as a business owner.
• Professional designation such as CFA or CFP is preferred.

Skills

Relationship management

Networking

Business development

Strategic partnerships

Client profiling

Team leadership

Communication skills

Problem-solving

Independent decision-making

CFA/ CFP designation

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.

The Private Wealth Advisor (PWA) uses knowledge of investments, banking, wealth planning, and trust services to frame, acquire, and retain relationships, aiming for growth through internal and external sales within PWM. This role involves developing new client relationships and collaborating with specialists.