Senior Private Wealth Advisor: Grow UHNW Relationships

U.S. Bank; Boise (ID); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance

Parental leave

401(k) plan with company match

Paid vacation

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role uses knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain clients.

You will grow through internal and external sales and collaborate with specialists in a regional context. The position requires NMLS registration and a strong network with relationship-management capabilities.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with strong relationship management, networking, and business development skills.
• Ability to profile clients and formulate customized strategies to address their needs.
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists.
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Leverage knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with a team of specialists and partner with strategic partners in the region.

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role uses knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain clients.

You will grow through internal and external sales and collaborate with specialists in a regional context. The position requires NMLS registration and a strong network with relationship-management capabilities.