Senior Private Wealth Advisor for UHNW Growth

Usbank; San Jose (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k)

Paid vacation

Paid holidays

Parental leave

Sick leave

Job summary

U.S. Bank is seeking an experienced wealth management professional to retain and grow high net worth client relationships.

You will lead a team of banking, trust and investment professionals to deliver tailored advice and solutions, meeting complex client needs across wealth management disciplines. The role requires extensive experience, NMLS registration per SAFE Act, and the ability to partner with colleagues to identify and service unique client needs.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in all areas of Wealth Management.
• Meet and exceed client needs.

Skills

Relationship management

Networking

Business development

Product knowledge

Analytical thinking

Communication skills

Decision making

CF A/ CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking an experienced wealth management professional to retain and grow high net worth client relationships.

You will lead a team of banking, trust and investment professionals to deliver tailored advice and solutions, meeting complex client needs across wealth management disciplines. The role requires extensive experience, NMLS registration per SAFE Act, and the ability to partner with colleagues to identify and service unique client needs.