Senior Private Wealth Advisor — Hybrid, High-Net-Worth

U.S. Bank; Naples (FL); Hybrid; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Holiday opportunities

Parental leave

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and fiduciary services to deliver comprehensive wealth solutions.

This role leads a team-based service model and growth through internal and external client sourcing. The position emphasizes relationship management, independent decision making, and the ability to serve high-net-worth clients with integrity.

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.

Responsibilities

• Identify, close, and deepen client relationships across PWM.
• Lead a team-based service model delivering holistic wealth solutions.
• Drive growth through internal and external client sourcing and collaboration.

Skills

Relationship management

Business development

Client wealth management

Analytical skills

Communication skills

Independent decision making

Professional designation CFA/CFP

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and fiduciary services to deliver comprehensive wealth solutions.

This role leads a team-based service model and growth through internal and external client sourcing. The position emphasizes relationship management, independent decision making, and the ability to serve high-net-worth clients with integrity.