Senior Private Wealth Advisor - Hybrid & Flexible

U.S. Bank; Louisville (KY); Hybrid; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Adoption assistance

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth clients. The role blends investments, banking, estate planning, and fiduciary services to create tailored strategies, with a team of specialists supporting execution.

A CFA/CFP is preferred, and a hybrid schedule applies in a regional service area. The role emphasizes broad client ownership, independent decision-making, and strategic

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with relationship management, networking and business development skills.
• Strong communication skills and the ability to simplify complex concepts for audiences.

Responsibilities

• Identify, close, and deepen client relationships.
• Leverage familiarity with investments, banking, wealth and estate planning, and trust services to frame client needs.
• Grow through internal and external sales and development of new client relationships within PWM.
• Coordinate with specialists to support relationship-building efforts.

Skills

Relationship management

Networking

Business development

Strategic advisory

Communication

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 client relationships with High and Ultra High Net Worth clients. The role blends investments, banking, estate planning, and fiduciary services to create tailored strategies, with a team of specialists supporting execution.

A CFA/CFP is preferred, and a hybrid schedule applies in a regional service area. The role emphasizes broad client ownership, independent decision-making, and strategic