Senior Private Wealth Advisor: High-Net-Worth Growth & Counsel

U.S. Bank; Torrance (CA); On-site; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Sick leave

Life insurance

Disability insurance

Parental leave

Job summary

U.S. Bank in Torrance, CA is seeking a senior wealth manager to retain and grow relationships with high net worth clients. You will lead a team of Banking, Trust and Investment professionals around each client, delivering wealth management counsel and coordinating cross-division support.

The role requires a strong 10+ year track record in wealth management and licenses; CFA/CFP are preferred. You will be eligible for a competitive salary and comprehensive benefits.

Qualifications

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

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 the client that meets and exceeds client needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Communication skills

Analytical skills

Problem solving

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Torrance, CA is seeking a senior wealth manager to retain and grow relationships with high net worth clients. You will lead a team of Banking, Trust and Investment professionals around each client, delivering wealth management counsel and coordinating cross-division support.

The role requires a strong 10+ year track record in wealth management and licenses; CFA/CFP are preferred. You will be eligible for a competitive salary and comprehensive benefits.