Senior Private Wealth Advisor - UHNW Client Solutions

Us Bank; Milwaukee (WI); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Paid time off

401(k)

Paid holidays

Adoption assistance

Job summary

U.S. Bank seeks a Private Wealth Advisor to lead a team focused on high net worth clients, delivering comprehensive fiduciary and investment advice across trust, private banking and investments.

You will partner with product specialists to counsel clients and ensure compliant financial planning and ongoing relationship growth. The role requires NMLS registration, a bachelor’s degree or equivalent, and 8+ years working with High/Ultra High Net Worth clients.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Responsibilities

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships.
• Partner with Private Wealth Management Product Specialists to provide counsel and expert advice across Trust, Private Banking and Investments.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication skills

Independent decision making

Education

Bachelor's degree or equivalent

Tools

NMLS registration

Job description

U.S. Bank seeks a Private Wealth Advisor to lead a team focused on high net worth clients, delivering comprehensive fiduciary and investment advice across trust, private banking and investments.

You will partner with product specialists to counsel clients and ensure compliant financial planning and ongoing relationship growth. The role requires NMLS registration, a bachelor’s degree or equivalent, and 8+ years working with High/Ultra High Net Worth clients.