Senior Private Wealth Advisor: Strategic Client Growth

Us Bank; Denver (CO); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives through holistic wealth and estate planning, investments, banking, and fiduciary services.

The Private Wealth Advisor (PWA) identifies, closes, and deepens client relationships, leveraging a broad knowledge base to frame solutions and retain clients across PWM with strong support from a dedicated team of specialists.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Demonstrated ability to grow relationships through internal and external sales and development of client networks.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow business through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic financial solutions including investments, banking, and estate planning.

Skills

Relationship management

Networking

Business development

Communication skills

Problem solving

Strategic advisory

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives through holistic wealth and estate planning, investments, banking, and fiduciary services.

The Private Wealth Advisor (PWA) identifies, closes, and deepens client relationships, leveraging a broad knowledge base to frame solutions and retain clients across PWM with strong support from a dedicated team of specialists.