Senior Private Wealth Advisor for UHNW Growth

U.S. Bank; Nashville (TN); Hybrid; USD 127,000 - 149,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability insurance

Parental leave

Retirement plan

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients.

You will apply expertise in investments, banking, trust services, and estate planning to frame tailored strategies and grow the client book. This hybrid role requires strong network, strategic partnerships, and the ability to lead a team of specialists while making independent decisions.

Qualifications

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

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with a team of specialists and leverage partnerships to serve client needs.
• Represent PWM in the community and act as a conduit for strategic partners in the region.

Skills

Relationship management

Business development

Strategic partnerships

Client profiling

Team leadership

Communication

Problem solving

Independent decision-making

CFA/ CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients.

You will apply expertise in investments, banking, trust services, and estate planning to frame tailored strategies and grow the client book. This hybrid role requires strong network, strategic partnerships, and the ability to lead a team of specialists while making independent decisions.