Senior Private Wealth Advisor – High Net Worth Growth

U.S. Bank; Seattle (WA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Disability leave

Parental leave

Adoption assistance

Sick leave

Job summary

At U.S. Bank, wealth management delivers tailored advisory services to high net worth clients, with a focus on retention and growth. This role builds a team of Banking, Trust and Investment professionals around each client to meet and exceed needs.

The incumbent provides counsel across wealth-management disciplines, requires NMLS registration under SAFÉ/Reg Z, and holds a proven track record in complex client relationships and business development. CFA/CFP designation is preferred.

Qualifications

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

Responsibilities

• Retention and growth of medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client that meets and exceeds needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Analytical skills

Problem solving

Written communication

Presentation skills

Education

Bachelor's degree

Job description

At U.S. Bank, wealth management delivers tailored advisory services to high net worth clients, with a focus on retention and growth. This role builds a team of Banking, Trust and Investment professionals around each client to meet and exceed needs.

The incumbent provides counsel across wealth-management disciplines, requires NMLS registration under SAFÉ/Reg Z, and holds a proven track record in complex client relationships and business development. CFA/CFP designation is preferred.