Senior Private Wealth Advisor — Grow UHNW Relationships

U.S. Bank; Boise (ID); On-site; USD 132,030 - 161,370; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen UHNW client relationships. You will frame and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services, while coordinating with a team of specialists.

The role emphasizes growth through internal and external sales and development of new client relationships within PWM, requiring a seasoned network and strategic advisory mindset.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Strong relationship management, networking, and business development skills.

Responsibilities

• Identify, close, and deepen client relationships.
• Frame, acquire, and retain relationships with a broad knowledge of investments, banking, wealth and estate planning, and trust services.
• Lead growth through internal and external sales and development of new client relationships within PWM.

Skills

Relationship management

Networking

Business development

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen UHNW client relationships. You will frame and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services, while coordinating with a team of specialists.

The role emphasizes growth through internal and external sales and development of new client relationships within PWM, requiring a seasoned network and strategic advisory mindset.