Senior Private Wealth Advisor — Holistic Wealth Growth

U.S. Bank; Cincinnati (OH); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Disability insurance

Adoption assistance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships across UHNW segments. You will use expertise in investments, banking, estate planning, and trust services to deliver comprehensive wealth solutions.

The role emphasizes a holistic, advisory approach with collaboration from a team of specialists to grow client portfolios and strategic partnerships in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Strong relationship management and networking skills.
• Demonstrated success in client segments with strategic partnerships.
• Ability to formulate customized strategies for client needs.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Leverage investments, banking, estate planning, and trust services to frame, acquire and retain relationships.
• Collaborate with specialists to deliver holistic wealth solutions.

Skills

UHNW clients

Relationship management

Networking

Business development

Strategic partnerships

Client profiling

Holistic client service

Communication

Strategic advisory

Independent decision making

CFA/ CFP preferred

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships across UHNW segments. You will use expertise in investments, banking, estate planning, and trust services to deliver comprehensive wealth solutions.

The role emphasizes a holistic, advisory approach with collaboration from a team of specialists to grow client portfolios and strategic partnerships in a fast-paced environment.