Senior Private Wealth Advisor - High Net Worth

U.S. Bank; San Diego (CA); Hybrid; USD 159,970 - 188,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation and holidays

Adoption assistance

Job summary

U.S. Bank in San Diego is seeking a Private Wealth Advisor to manage relationships with high net worth clients. The role involves building teams to support client needs while providing expert wealth management advice.

Ideal candidates will have over 10 years of experience in wealth management and a Bachelor's degree. The position features a hybrid work schedule and offers significant pay and benefits.

Qualifications

• 10 or more years of experience in wealth management activities.
• Experience with high and ultra-high net worth clients.
• Ability to provide counsel in complex relationship management.

Responsibilities

• Responsible for retention and growth of high net worth client relationships.
• Build teams to meet client needs.
• Provide expert advice on wealth management.

Skills

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Education

Bachelor's degree

Tools

NMLS registration

CFA or CFP designation

Job description

U.S. Bank in San Diego is seeking a Private Wealth Advisor to manage relationships with high net worth clients. The role involves building teams to support client needs while providing expert wealth management advice.

Ideal candidates will have over 10 years of experience in wealth management and a Bachelor's degree. The position features a hybrid work schedule and offers significant pay and benefits.