Senior Private Wealth Advisor | High-Net-Worth Clients

U.S. Bank; Walnut Creek, Northern (CA, KY); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Paid vacation and holidays

Pension/retirement plan

Job summary

U.S. Bank is seeking a Private Wealth Advisor to retain and grow high net worth client relationships in Walnut Creek and San Jose. This senior role expects extensive wealth management expertise, NMLS licensing, and a track record of driving client growth.

The advisor will coordinate Banking, Trust, and Investment specialists to meet client needs, while maintaining regulatory compliance and delivering tailored financial solutions. Strong communication and decision-making skills are essential.

Qualifications

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

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel on wealth management issues and financial strategies.

Skills

Relationship management

Networking

Business development

NMLS licensing

CFP/CFA preferred

Education

Bachelor's degree

Job description

U.S. Bank is seeking a Private Wealth Advisor to retain and grow high net worth client relationships in Walnut Creek and San Jose. This senior role expects extensive wealth management expertise, NMLS licensing, and a track record of driving client growth.

The advisor will coordinate Banking, Trust, and Investment specialists to meet client needs, while maintaining regulatory compliance and delivering tailored financial solutions. Strong communication and decision-making skills are essential.