Senior Wealth Advisor for UHNW Clients

Us Bank; Minneapolis (MN); On-site; USD 141,000 - 173,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

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. The role combines a broad knowledge of investments, banking, estate planning, and fiduciary services to frame, acquire, and retain clients.

A team of specialists supports these efforts in the region. The PWA position requires NMLS registration under SAFÉ Act and Regulation Z, with a background and credit check.

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.
• Drive growth through internal and external sales and development of new client relationships.
• Rely on a team of specialists providing deeper knowledge in their fields to support client needs.
• Act as a conduit for Private Wealth Management’s strategic partners in the region.

Skills

Relationship management

Networking

Business development

Communication

Strategic advisory

Independent decision making

Team leadership

Education

Bachelor's degree

CFA or CFP preferred

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role combines a broad knowledge of investments, banking, estate planning, and fiduciary services to frame, acquire, and retain clients.

A team of specialists supports these efforts in the region. The PWA position requires NMLS registration under SAFÉ Act and Regulation Z, with a background and credit check.