Senior Wealth Advisor for High Net Worth Clients

Us Bank

Los Angeles (CA)

Hybrid

USD 169,000 - 207,000

Full time

3 days ago
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Benefits offered by this job

Healthcare benefits
401(k) with employer match
Paid time off

Job summary

U.S. Bank is seeking a seasoned wealth management leader to retain and grow medium to large high net worth client relationships in a hybrid role.

The position requires 10+ years in wealth management, NMLS registration, and a proven ability to provide strategic counsel across banking, trust, and investment products. The role emphasizes relationship growth, cross-functional collaboration, and independent decision making, with a focus on delivering tailored financial solutions and superior client

Qualifications

  • Bachelor's degree, or equivalent work experience.
  • 10+ years of high and ultra-high net worth client wealth management activities.
  • NMLS registration required under SAFÉ Act and Reg Z

Responsibilities

  • Retain and grow medium to large high net worth client relationships.
  • Build a team of Banking, Trust and Investment professionals around the client to meet needs.
  • Provide counsel and expert advice in wealth management disciplines.
  • Collaborate with colleagues to identify and service unique client needs.

Skills

Relationship management
Business development
Networking
Analytical skills
Presentation skills
Decision making

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a seasoned wealth management leader to retain and grow medium to large high net worth client relationships in a hybrid role.

The position requires 10+ years in wealth management, NMLS registration, and a proven ability to provide strategic counsel across banking, trust, and investment products. The role emphasizes relationship growth, cross-functional collaboration, and independent decision making, with a focus on delivering tailored financial solutions and superior client

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