Senior Private Wealth Advisor for UHNW Growth (Hybrid)

U.S. Bank; Tampa (FL); Hybrid; USD 185,000 - 215,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a PWM Private Wealth Advisor in Tampa, FL. This role involves managing high net worth client relationships and building a team to meet client needs. Candidates should have over 10 years of experience in wealth management and a relevant degree. The position offers a hybrid work schedule and comprehensive benefits including healthcare and a retirement plan, with a salary range typically between $185,000 and $215,000.

Qualifications

• 10 or more years of experience in wealth management.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Responsible for retention and growth of high net worth client relationships.
• Builds a team around client needs.
• Handles complex wealth and relationship management issues.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a PWM Private Wealth Advisor in Tampa, FL. This role involves managing high net worth client relationships and building a team to meet client needs. Candidates should have over 10 years of experience in wealth management and a relevant degree. The position offers a hybrid work schedule and comprehensive benefits including healthcare and a retirement plan, with a salary range typically between $185,000 and $215,000.