Senior Private Wealth Advisor - High Net Worth

Us Bank; Nashville (TN); Hybrid; USD 143,905 - 169,300; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank in Nashville, TN is seeking an experienced Wealth Management professional to manage high net worth client relationships. The role focuses on retention, growth, and building a team to meet client needs. Candidates should have at least 10 years of relevant experience and a Bachelor's degree. Preferred skills include relationship management and business development abilities, as well as advanced analytical skills. A hybrid schedule allows for flexibility with in-office attendance three or more days a week.

Qualifications

• 10 or more years of experience in high and ultra-high net worth client wealth management activities.
• Professional designation such as CFA or CFP is preferred.

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 needs.

Skills

Relationship management

Networking

Business development

Analytical skills

Problem-solving skills

Writing skills

Speaking skills

Presentation skills

Decision-making

Education

Bachelor's degree

Job description

U.S. Bank in Nashville, TN is seeking an experienced Wealth Management professional to manage high net worth client relationships. The role focuses on retention, growth, and building a team to meet client needs. Candidates should have at least 10 years of relevant experience and a Bachelor's degree. Preferred skills include relationship management and business development abilities, as well as advanced analytical skills. A hybrid schedule allows for flexibility with in-office attendance three or more days a week.