Senior Private Wealth Advisor — UHNW Client Growth (Hybrid)

US Bank; Sarasota (FL); Hybrid; USD 125,000 - 147,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic term and option)

Disability insurance (short/long-term)

Parental leave

401(k)

Paid vacation

11 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 across wealth and estate planning, investments, and trust services.

The role requires building a strong network with High Net Worth clients, collaborating with specialists, and guiding clients with strategic advice. The position offers a hybrid schedule with in-office presence and flexible days.

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 PWM.
• Grow through internal and external sales and development of new client relationships.
• Collaborate with specialists to provide holistic wealth, estate, and trust services.

Skills

Relationship management

Business development

Financial advisory

CFP/CFA preferred

Education

Bachelor’s degree

Job description

U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across wealth and estate planning, investments, and trust services.

The role requires building a strong network with High Net Worth clients, collaborating with specialists, and guiding clients with strategic advice. The position offers a hybrid schedule with in-office presence and flexible days.