Senior Private Wealth Advisor - UHNW Relationships | Hybrid

U.S. Bank; Las Vegas (NV); Hybrid; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Sick leave

Job summary

U.S. Bank seeks a Private Wealth Advisor to build a team around high net worth clients, coordinating trust, banking and investment services. The role focuses on retention and growth of client relationships with expert advisory support and strict compliance alignment.

The position requires a bachelor’s degree or equivalent, 8+ years with high net worth clients, and NMLS registration; CFA/CFP is a plus. This is a hybrid role with three days on-site.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Eight or more years of experience with high net worth clients.
• Strong relationship management and business development skills.
• Professional designation such as CFA or CFP preferred.

Responsibilities

• Build a team of trust, banking and investment professionals around high net worth clients.
• Retain and grow assigned client relationships.
• Partner with Private Wealth Management Product Specialists to provide counsel and expert advice.
• Adhere to compliance requirements and NMLS registration process.

Skills

Relationship management

Networking

Business development

Analytical skills

Communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks a Private Wealth Advisor to build a team around high net worth clients, coordinating trust, banking and investment services. The role focuses on retention and growth of client relationships with expert advisory support and strict compliance alignment.

The position requires a bachelor’s degree or equivalent, 8+ years with high net worth clients, and NMLS registration; CFA/CFP is a plus. This is a hybrid role with three days on-site.