Senior Private Wealth Advisor High-Net-Worth (Hybrid)

Hong Kong Study Skills Research Institute; Scottsdale (AZ); Hybrid; USD 111,605 - 134,650; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (2–5 weeks)

Adoption assistance

Job summary

U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively.

The ideal candidate will have over eight years of experience in wealth management and possess strong relationship management skills. This hybrid position generally requires three days a week at the office with flexible work arrangements.

Qualifications

• Minimum of eight years of experience in high and ultra-high net-worth client wealth management.
• NMLS registration under the S.A.F.E. Act of 2008 required.

Responsibilities

• Responsible for retention and growth of high net-worth client relationships.
• Builds and leads a team of Banking, Trust, and Investment professionals.
• Provides expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Education

Bachelor’s degree or equivalent work experience

Tools

Financial planning software

Job description

U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively.

The ideal candidate will have over eight years of experience in wealth management and possess strong relationship management skills. This hybrid position generally requires three days a week at the office with flexible work arrangements.