Senior Private Wealth Advisor - UHNW Growth & Strategy

U.S. Bank; Omaha (NE); Hybride; USD 132 000 - 161 000; Plein temps

Avantages offerts par ce poste

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will frame opportunities using investments, banking, estate planning, and trust services to grow the client base.

A team of specialists supports these efforts in the region, with NMLS registration requirements and a focus on fiduciary services. Role involves growth through internal and external sales, strategic partnerships, and holistic wealth solutions for High and Ultra

Qualifications

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

Responsabilités

• Identify, close, and deepen client relationships within PWM.
• Frame, acquire, and retain relationships using knowledge of investments, banking, and trust services.
• Collaborate with specialists and partners to grow business in the region.

Connaissances

Relationship management

Business development

Client profiling

Communication

Strategic advisory

Formation

Bachelor's degree or equivalent

Description du poste

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will frame opportunities using investments, banking, estate planning, and trust services to grow the client base.

A team of specialists supports these efforts in the region, with NMLS registration requirements and a focus on fiduciary services. Role involves growth through internal and external sales, strategic partnerships, and holistic wealth solutions for High and Ultra