Senior Private Wealth Advisor, High Net Worth

U.S. Bank; Fort Lauderdale (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Holiday pay

Parental leave

Disability coverage

Job summary

U.S. Bank Private Wealth Management in Fort Lauderdale is seeking a seasoned Private Wealth Advisor to retain and grow high net worth client relationships. Lead a multidisciplinary team of banking, trust, and investment professionals to meet client needs with expert guidance.

The role requires NMLS registration, strong relationship skills, and a track record in wealth management. The position offers a hybrid schedule with in-office presence and flexible days.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• Excellent relationship management, networking, and business development skills.
• Extraordinary talent for driving business.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.

Responsibilities

• Responsible for retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.
• Ability to partner with colleagues to identify and service unique clients' needs.

Skills

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management in Fort Lauderdale is seeking a seasoned Private Wealth Advisor to retain and grow high net worth client relationships. Lead a multidisciplinary team of banking, trust, and investment professionals to meet client needs with expert guidance.

The role requires NMLS registration, strong relationship skills, and a track record in wealth management. The position offers a hybrid schedule with in-office presence and flexible days.