Senior Private Wealth Advisor – Hybrid Role

U.S. Bank; Scottsdale (AZ); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth and estate planning, and fiduciary services to grow client stewardship.

The role emphasizes strategic advisory, teamwork with specialists, and strong relationship networks. The position supports growth through internal and external sales, with a hybrid work model and emphasis on client-centric financial solutions.

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 Private Wealth Management.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with specialists to provide holistic wealth, trust, and planning services.
• Act as a conduit for PWM's strategic partners in the region.

Skills

Relationship management

Networking

Business development

Client profiling

Strategic advising

Communication

Independent decision-making

Education

Bachelor's degree or equivalent

CFA/CFP preferred

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth and estate planning, and fiduciary services to grow client stewardship.

The role emphasizes strategic advisory, teamwork with specialists, and strong relationship networks. The position supports growth through internal and external sales, with a hybrid work model and emphasis on client-centric financial solutions.