Senior Private Wealth Advisor for UHNW Clients – Hybrid

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term life insurance

Optional term life insurance

Short-term disability

Long-term disability

Pregnancy disability and parentalleave

401(k) employer-funded retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank is seeking a Private Wealth Advisor to build a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and work with PWM Product Specialists to provide comprehensive financial advice and fiduciary administration.

This role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks. A hybrid schedule with in-office days is offered.

Qualifications

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

Responsibilities

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

Skills

Relationship management

Networking

Business development

Analytical skills

Decision making

Communication skills

CFA/CFP preferred

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank is seeking a Private Wealth Advisor to build a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and work with PWM Product Specialists to provide comprehensive financial advice and fiduciary administration.

This role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks. A hybrid schedule with in-office days is offered.