Senior Private Wealth Advisor for UHNW Growth

U.S. Bank; Scottsdale (AZ); Híbrido; USD 152 000 - 186 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Resumo da oferta

U.S. Bank is seeking a seasoned wealth management professional to retain and grow relationships with high net worth clients. You will assemble a team of banking, trust and investment professionals around the client and deliver expert advice across wealth management disciplines.

The role requires NMLS registration and compliance with SAFÉ Act and related regulations; hybrid work with on-site days and flexible locations is standard.

Qualificações

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration could be required; background and credit checks apply.

Responsabilidades

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

Conhecimentos

Relationship management

Networking

Business development

Writing skills

Speaking skills

Presentation skills

Independent decision-making

CFA or CFP preferred

Formação académica

Bachelor's degree or equivalent work experience

Ferramentas

NMLS knowledge

Descrição da oferta de emprego

U.S. Bank is seeking a seasoned wealth management professional to retain and grow relationships with high net worth clients. You will assemble a team of banking, trust and investment professionals around the client and deliver expert advice across wealth management disciplines.

The role requires NMLS registration and compliance with SAFÉ Act and related regulations; hybrid work with on-site days and flexible locations is standard.