Senior Private Wealth Advisor for UHNW Growth

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

Benefits offered by this job

Healthcare

Life Insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management in Reno, NV is seeking a seasoned Private Wealth Advisor to identify, close, and deepen client relationships. The role uses knowledge of investments, banking, estate planning, and trust services to frame solutions for high-net-worth individuals.

You will collaborate with specialists and lead internal and external sales initiatives to grow the client base while upholding fiduciary standards and delivering tailored financial strategies.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with High and Ultra High Net Worth clients.
• Experience building strategic partnerships and a broad network.
• Strong communication and ability to simplify complex concepts.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow business through internal and external sales and development.
• Collaborate with a team of specialists to service clients holistically.

Skills

Networking

Relationship management

Business development

Strategic partnerships

Client profiling

Communication skills

Decision making

Financial advisory

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management in Reno, NV is seeking a seasoned Private Wealth Advisor to identify, close, and deepen client relationships. The role uses knowledge of investments, banking, estate planning, and trust services to frame solutions for high-net-worth individuals.

You will collaborate with specialists and lead internal and external sales initiatives to grow the client base while upholding fiduciary standards and delivering tailored financial strategies.