Senior Private Wealth Advisor | High Net Worth Growth

Us Bank; Pasadena (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Sick leave

Job summary

U.S. Bank in Pasadena seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships. Lead a team of Banking, Trust and Investment professionals to meet and exceed client needs with expert wealth guidance.

This senior role requires 10+ years in wealth management, a Bachelor's degree, and a CFA or CFP designation preferred. The position is hybrid with on-site and flexible work options to support client service excellence.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of high and ultra-high net worth client wealth management experience.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team around client needs including Banking, Trust, and Investment professionals.
• Provide counsel and expert advice in wealth management.

Skills

Relationship management

Networking

Business development

Executive communication

Client advisory

Independent decision-making

Education

Bachelor's degree or equivalent

10+ years wealth management experience

CFA/CFP designation preferred

Job description

U.S. Bank in Pasadena seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships. Lead a team of Banking, Trust and Investment professionals to meet and exceed client needs with expert wealth guidance.

This senior role requires 10+ years in wealth management, a Bachelor's degree, and a CFA or CFP designation preferred. The position is hybrid with on-site and flexible work options to support client service excellence.