Senior Private Wealth Advisor (UHNW Clients)

U.S. Bank; Seattle (WA); Hybrid; USD 157,000 - 192,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability

Parental leave

401(k)

Vacation days

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a seasoned Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth individuals. You will leverage investments, banking, estate planning, and trust services to frame, acquire, and retain clients.

The role requires a strong network, leadership, and the ability to partner across specialists to deliver holistic wealth solutions. Hybrid work arrangement and eligible benefits support work-life balance.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Established network with strong relationship management, networking, and business development skills.
• Demonstrated success in specific client segments or verticals with developed strategic partnerships.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists.
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication.
• A passion for problem-solving and acting as a strategic advisor.
• Ability to make critical decisions independently and act as a business owner.
• Professional designation such as CFA or CFP is preferred.

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 solutions.
• Represent PWM in the community as a trusted advisor to clients and partners.

Skills

Relationship management

Strategic partnerships

Client profiling

Team leadership

Communication

Strategic advisor

Decision making

Finance designation CFA/CFP

Education

Bachelor's degree or equivalent

8+ years experience with HNW clients

Job description

U.S. Bank Private Wealth Management (PWM) seeks a seasoned Private Wealth Advisor to identify, close, and deepen client relationships with High and Ultra High Net Worth individuals. You will leverage investments, banking, estate planning, and trust services to frame, acquire, and retain clients.

The role requires a strong network, leadership, and the ability to partner across specialists to deliver holistic wealth solutions. Hybrid work arrangement and eligible benefits support work-life balance.