Senior Private Wealth Advisor — UHNW Growth & Strategy

Us Bank; Sarasota (FL); Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth planning, and trust services to frame and retain relationships.

The role emphasizes growth through internal and external sales, with a team of specialists supporting you, and requires NMLS registration with background and credit checks. Hybrid/flexible schedule is offered.

Qualifications

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

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow through internal and external sales and development of new client relationships.

Skills

Relationship management

Business development

Networking

Client segmentation

Strategic partnerships

Communication skills

Strategic advisor

Independent decisions

Education

Bachelor's degree

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth planning, and trust services to frame and retain relationships.

The role emphasizes growth through internal and external sales, with a team of specialists supporting you, and requires NMLS registration with background and credit checks. Hybrid/flexible schedule is offered.