Senior Private Wealth Advisor - UHNW Relationships

U.S. Bank; Dallas (TX); Hybrid; USD 141,000 - 173,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and estate planning to meet client objectives.

You will grow the client base through internal and external sales and collaborate with specialists to deliver holistic solutions. The role requires a strong network, demonstrated success with UHNW clients, and the ability to work across disciplines while delivering exceptional service and strategic

Qualifications

• Requires a strong network with proven relationship management and business development skills.
• Able to profile clients and develop customized strategies for their needs.
• Holistic, advisory approach with the ability to lead a team of specialists.

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Grow the book through internal and external sales and partnerships.
• Coordinate with specialists to deliver comprehensive wealth management solutions.

Skills

Networking

Relationship management

Business development

Strategic advisory

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, and estate planning to meet client objectives.

You will grow the client base through internal and external sales and collaborate with specialists to deliver holistic solutions. The role requires a strong network, demonstrated success with UHNW clients, and the ability to work across disciplines while delivering exceptional service and strategic