Senior Private Wealth Advisor for UHNW Clients (Hybrid)

US Bank; Nashville (TN); Hybride; USD 134 000 - 164 000; Plein temps

Avantages offerts par ce poste

Healthcare

401(k) retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Sick leave accruals

Résumé du poste

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients in a hybrid environment.

You will use knowledge of investments, banking, wealth and estate planning, and fiduciary services to frame and retain relationships, working with a team of specialists and strategic partners in the region. This role requires NMLS registration, a strong network, and leadership to grow business both internally and

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Professional designation such as CFA or CFP is preferred.

Responsabilités

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists and act as a conduit for strategic partners in the region.

Connaissances

Relationship management

Networking

Business development

Client profiling

Strategic advisory

Communication skills

Decision making

CFA/ CFP

Formation

Bachelor's degree or equivalent work experience

Description du poste

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients in a hybrid environment.

You will use knowledge of investments, banking, wealth and estate planning, and fiduciary services to frame and retain relationships, working with a team of specialists and strategic partners in the region. This role requires NMLS registration, a strong network, and leadership to grow business both internally and