Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Minneapolis (MN); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability (short-term & long-term)

Paid vacation 2–5 weeks

401(k) retirement plan

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank’s Private Wealth Management team seeks a Private Wealth Advisor to lead a trusted group of professionals serving high net worth clients. You will focus on retention and growth, collaborating with specialists to offer comprehensive financial advice, fiduciary services, and compliant, strategic planning.

National licensing and background checks apply; CFA/CFP credentials are preferred. This role emphasizes independent decision-making, deep client relationships, and advanced communication

Qualifications

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

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 counsel in Trust, Private Banking and Investments.
• Ensure fiduciary administration and adherence to compliance requirements.

Skills

Relationship management

Networking

Business development

Analytical and problem-solving

Decision making

Presentation skills

Verbal and written communication

Education

Bachelor’s degree

Eight+ years of experience with high net worth clients

CFA or CFP designation

Job description

U.S. Bank’s Private Wealth Management team seeks a Private Wealth Advisor to lead a trusted group of professionals serving high net worth clients. You will focus on retention and growth, collaborating with specialists to offer comprehensive financial advice, fiduciary services, and compliant, strategic planning.

National licensing and background checks apply; CFA/CFP credentials are preferred. This role emphasizes independent decision-making, deep client relationships, and advanced communication