Senior Private Wealth Advisor - Hybrid, High Net Worth

U.S. Bank; Tampa (FL); Hybrid; USD 185,000 - 215,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Job summary

U.S. Bank in the United States is seeking a senior wealth management professional responsible for retention and growth of medium to large high net worth client relationships.

You will lead a team of Banking, Trust and Investment professionals around each client to anticipate needs and deliver comprehensive guidance. This role requires NMLS registration under SAFÉ Act and a strong track record in wealth management, with a focus on complex advisory, risk management and fiduciary services, plus a

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10 or more years of experience in high and ultra-high net worth client wealth management activities.
• NMLS registration required under SAFÉ Act.

Responsibilities

• Responsible for retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.
• Provide counsel and expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Analytical skills

Problem solving

Written communication

Oral communication

Presentation skills

Independent decision making

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in the United States is seeking a senior wealth management professional responsible for retention and growth of medium to large high net worth client relationships.

You will lead a team of Banking, Trust and Investment professionals around each client to anticipate needs and deliver comprehensive guidance. This role requires NMLS registration under SAFÉ Act and a strong track record in wealth management, with a focus on complex advisory, risk management and fiduciary services, plus a