Senior Private Wealth Advisor - Hybrid

U.S. Bank; Las Vegas (NV); Hybrid; USD 118.000 - 144.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

401(k)

Paid time off

Paid holidays

Adoption assistance

Zusammenfassung

U.S. Bank is seeking a Private Wealth Advisor to build a team around high net worth clients, delivering comprehensive fiduciary guidance in trust, private banking and investments. You will retain and grow client relationships, partnering with specialists to orchestrate holistic financial planning.

The role requires at least a bachelor's degree and 8+ years with UHNW clients, with strong relationship skills and independent decision-making. Hybrid work model and CFA/CFP preferred.

Qualifikationen

• Bachelor's degree, or equivalent work experience.
• Eight+ years of experience with high net worth clients.
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products.
• Strong relationship management, networking and business development skills.
• Ability to partner with colleagues to serve client needs.
• Analytical and problem-solving skills; ability to decide independently.
• Excellent presentation, interpersonal, verbal and written communication skills.
• CFA or CFP designation preferred.

Aufgaben

• Build a team of trust, banking and investment professionals for high net worth clients.
• Retain and grow assigned client relationships.
• Partner with PWM Product Specialists to provide comprehensive financial advice and planning.
• Ensure fiduciary administration and compliance with applicable requirements.
• Navigate NMLS registration and related background/credit checks as part of the process.

Kenntnisse

Relationship management

Networking

Business development

Analytical skills

Communication skills

Independent decision-making

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

U.S. Bank is seeking a Private Wealth Advisor to build a team around high net worth clients, delivering comprehensive fiduciary guidance in trust, private banking and investments. You will retain and grow client relationships, partnering with specialists to orchestrate holistic financial planning.

The role requires at least a bachelor's degree and 8+ years with UHNW clients, with strong relationship skills and independent decision-making. Hybrid work model and CFA/CFP preferred.