Senior Private Wealth Advisor for UHNW Clients

U.S. Bank; Scottsdale (AZ); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Vacation & holidays

Adoption assistance

Disability benefits

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning and trust services. You will grow through internal and external sales while coordinating with specialists to provide tailored wealth solutions.

The role emphasizes a holistic client approach, strong communication, and the ability to act as a strategic advisor to High Net Worth clients in a hybrid work environment.

Qualifications

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

Responsibilities

• Grow client relationships through internal and external sales efforts.
• Develop customized wealth-management strategies for High Net Worth clients.
• Collaborate with PWM specialists to deliver comprehensive wealth solutions.

Skills

Relationship management

Networking

Strategic advisory

Education

Bachelor’s degree

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning and trust services. You will grow through internal and external sales while coordinating with specialists to provide tailored wealth solutions.

The role emphasizes a holistic client approach, strong communication, and the ability to act as a strategic advisor to High Net Worth clients in a hybrid work environment.