Senior Private Wealth Advisor – UHNW Client Strategy & Growth

U.S. Bank; Columbus (OH); Híbrido; USD 118.000 - 144.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Parental leave

Descripción de la vacante

U.S. Bank is seeking a Private Wealth Advisor in Private Wealth Management to guide high net worth clients with comprehensive fiduciary and investment advice. You’ll collaborate with product specialists and other fiduciary professionals to deliver tailored financial solutions.

The role requires NMLS registration, a background/credit check, and a hybrid schedule with in-office 3+ days per week. Extensive client relationship management and regulatory compliance are central to the role.

Formación

• Bachelor’s degree, or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
• Strong relationship management, networking and business development skills and a holistic view of the client.
• Ability to partner with colleagues to identify and service unique clients needs.
• Well-developed analytical and problem-solving skills.
• Ability to make critical decisions independently.
• Excellent presentation, interpersonal, verbal and written communication skills.
• Professional designation such as CFA or CFP is preferred.

Responsabilidades

• Build a team of trust, banking and investment professionals around high net worth clients or client relationships.
• Retain and grow assigned client relationships.
• Partner with PWM Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management.
• Ensure fiduciary administration and adherence to compliance requirements.
• Meet NMLS registration and background/credit check requirements.

Conocimientos

Relationship management

Networking

Business development

Analytical skills

Problem-solving skills

Communication skills

Educación

Bachelor’s degree or equivalent

8+ years of HNW client experience

CFA or CFP preferred

Descripción del empleo

U.S. Bank is seeking a Private Wealth Advisor in Private Wealth Management to guide high net worth clients with comprehensive fiduciary and investment advice. You’ll collaborate with product specialists and other fiduciary professionals to deliver tailored financial solutions.

The role requires NMLS registration, a background/credit check, and a hybrid schedule with in-office 3+ days per week. Extensive client relationship management and regulatory compliance are central to the role.