Senior Private Wealth Advisor (Hybrid)

Us Bank; San Diego (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a seasoned Wealth Management professional to retain and grow high net worth client relationships. The role leads a team of Banking, Trust and Investment specialists around each client to meet complex needs.

You will provide counsel and expert advice across wealth management disciplines, from planning and investments to fiduciary services, with emphasis on compliance and client service excellence.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Retain and grow high net worth client relationships and coordinate Banking, Trust and Investment professionals around client.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Team leadership

Communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a seasoned Wealth Management professional to retain and grow high net worth client relationships. The role leads a team of Banking, Trust and Investment specialists around each client to meet complex needs.

You will provide counsel and expert advice across wealth management disciplines, from planning and investments to fiduciary services, with emphasis on compliance and client service excellence.