Senior Private Wealth Advisor – Hybrid Role

U.S. Bank; Nashville (TN); Híbrido; USD 152 000 - 186 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Adoption assistance

Disability insurance

Resumo da oferta

U.S. Bank Private Wealth Management in Nashville seeks a seasoned Private Wealth Advisor to retain and grow high-net-worth client relationships. You will lead a cross-disciplinary team of Banking, Trust and Investment professionals to meet client needs and deliver comprehensive wealth management guidance.

The role requires extensive experience, strong relationship-building, and the ability to make independent decisions. A CFA or CFP is preferred, with a hybrid in-office schedule.

Qualificações

• Bachelor's degree required.
• 10+ years of experience in high and ultra-high net worth client wealth management.
• NMLS registration required under SAFÉ Act and related regulations.

Responsabilidades

• Retain and grow medium to large high-net-worth client relationships.
• Build and lead a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice across Wealth Management.

Conhecimentos

Relationship management

Networking

Business development

Analytical skills

Communication skills

Independent decision making

CFA/ CFP preferred

Formação académica

Bachelor's degree

Descrição da oferta de emprego

U.S. Bank Private Wealth Management in Nashville seeks a seasoned Private Wealth Advisor to retain and grow high-net-worth client relationships. You will lead a cross-disciplinary team of Banking, Trust and Investment professionals to meet client needs and deliver comprehensive wealth management guidance.

The role requires extensive experience, strong relationship-building, and the ability to make independent decisions. A CFA or CFP is preferred, with a hybrid in-office schedule.