Senior Private Wealth Advisor (Hybrid)

U.S. Bank; Seattle (WA); Hybrid; USD 157,000 - 192,000; Full time

Benefits offered by this job

Healthcare

401(k) Plan

Paid vacation

Holidays

Adoption assistance

Disability insurance

Parental leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use your knowledge of investments, banking, and estate planning to frame and retain relationships.

A team of specialists supports these efforts and you will partner with strategic partners in the region. This hybrid role requires networking, a strong client network, and the ability to manage complex strategies for High Net Worth clients.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic wealth management solutions.

Skills

Networking

Relationship management

Business development

Client segmentation

Strategic partnerships

Client profiling

Holistic client management

Communication

Problem solving

Strategic advisory

Independent decision making

Education

Bachelor's degree

8+ years of experience

Professional designation: CFA/ CFP (preferred)

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use your knowledge of investments, banking, and estate planning to frame and retain relationships.

A team of specialists supports these efforts and you will partner with strategic partners in the region. This hybrid role requires networking, a strong client network, and the ability to manage complex strategies for High Net Worth clients.