Senior Private Wealth Advisor — Growth for UHNW Clients

U.S. Bank; Naples (FL); Hybrid; USD 152,370 - 186,230; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Job summary

U.S. Bank Private Wealth Management is seeking a highly experienced Private Wealth Advisor in Naples, FL. The role focuses on identifying, closing, and deepening client relationships using a broad knowledge of investments, banking, wealth planning, and fiduciary services.

The PWA leads a team-based service model to deliver an exceptional client experience, with strong collaboration with specialists to grow the client base and assets under management.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years in high and ultra-high net worth client wealth management activities.
• Strong relationship management and business development skills.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Lead the team-based service model to deliver a premium client experience.
• Collaborate with colleagues to service complex client needs and opportunities.

Skills

Relationship management

Networking

Business development

Communication skills

Financial knowledge

CF A/ CFP preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management is seeking a highly experienced Private Wealth Advisor in Naples, FL. The role focuses on identifying, closing, and deepening client relationships using a broad knowledge of investments, banking, wealth planning, and fiduciary services.

The PWA leads a team-based service model to deliver an exceptional client experience, with strong collaboration with specialists to grow the client base and assets under management.