Senior Private Wealth Advisor (Hybrid)

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

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Flexible schedule

Disability insurance

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen relationships with High Net Worth clients, using investments, banking, and estate planning to craft tailored strategies.

This role requires building a strong network, partnering with specialists, and working in a hybrid schedule with 3+ days in the office. CFA/ CFP preferred; Bachelor's degree and 8+ years of experience are expected.

Qualifications

• Bachelor's degree or equivalent work experience.
• 8+ years of experience with High and Ultra High Net Worth clients.
• Strong network and ability to build strategic partnerships.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow business through internal and external sales and new client development.
• Collaborate with specialists to tailor wealth, estate planning, and trust strategies.

Skills

Relationship management

Business development

Strategic partnerships

Client profiling

Communication skills

Independent decision-making

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen relationships with High Net Worth clients, using investments, banking, and estate planning to craft tailored strategies.

This role requires building a strong network, partnering with specialists, and working in a hybrid schedule with 3+ days in the office. CFA/ CFP preferred; Bachelor's degree and 8+ years of experience are expected.