Senior Private Wealth Advisor — UHNW Growth & Strategy

U.S. Bank; Bellevue (WA); On-site; USD 180,000 - 220,000; Full time

Job summary

U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client.

You will provide expert counsel across wealth-management disciplines, drive business growth, and uphold regulatory standards (NMLS/SAFE Act). This role requires deep product knowledge, exceptional relationship skills, and the ability to make independent, sound decisions for clients and the

Qualifications

• Bachelor’s degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• Excellent relationship management, networking, and business development skills.
• Extraordinary talent for driving business.
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals around the client.
• Provide counsel and expert advice in all areas of Wealth Management.
• Partner with colleagues to identify and service unique client needs and opportunities.
• Ensure compliance with NMLS registration and related regulations.

Skills

Relationship management

Networking

Business development

Product knowledge

CFA/CFP

Analytical skills

Communication

Decisiveness

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client.

You will provide expert counsel across wealth-management disciplines, drive business growth, and uphold regulatory standards (NMLS/SAFE Act). This role requires deep product knowledge, exceptional relationship skills, and the ability to make independent, sound decisions for clients and the