Senior Private Wealth Advisor – HNW (Hybrid)

U.S. Bank; Tampa (FL); Hybrid; USD 185,000 - 215,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a seasoned Wealth Management leader to retain and grow relationships with high-net-worth clients. You will assemble a team across Banking, Trust, and Investment services to meet sophisticated client needs, delivering expert guidance and strategic counsel.

The role emphasizes relationship depth, cross-functional collaboration, and compliance with NMLS and other regulatory requirements. Hybrid schedule with in-office days and flexible work arrangements.

Qualifications

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

Responsibilities

• Retain and grow medium to large high-net-worth client relationships.
• Build a team of Banking, Trust and Investment professionals around each client.
• Provide counsel and expert advice in all areas of Wealth Management.
• Collaborate with colleagues to service unique client needs.

Skills

Relationship management

Networking

Business development

Product knowledge

Analytical skills

Communication skills

Independent decision-making

CF A / CFP preferred

Education

Bachelor's degree

Job description

U.S. Bank is seeking a seasoned Wealth Management leader to retain and grow relationships with high-net-worth clients. You will assemble a team across Banking, Trust, and Investment services to meet sophisticated client needs, delivering expert guidance and strategic counsel.

The role emphasizes relationship depth, cross-functional collaboration, and compliance with NMLS and other regulatory requirements. Hybrid schedule with in-office days and flexible work arrangements.