Senior Wealth Advisor - High Net Worth, Hybrid

U.S. Bank; San Diego (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in San Diego is seeking a senior wealth management leader to grow and retain high-net-worth client relationships. You will build a team around the client, delivering counsel and advanced advice across banking, trust and investment products.

The role requires NMLS registration and extensive experience in wealth management, with a hybrid work pattern and competitive compensation reflecting the scale of the client base and responsibilities.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 10+ years of experience in high and ultra-high net worth client wealth management activities.

Skills

Relationship management

Networking

Business development

Analytical skills

Written & verbal communication

Independent decision making

CFA/CFP designation preferred

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in San Diego is seeking a senior wealth management leader to grow and retain high-net-worth client relationships. You will build a team around the client, delivering counsel and advanced advice across banking, trust and investment products.

The role requires NMLS registration and extensive experience in wealth management, with a hybrid work pattern and competitive compensation reflecting the scale of the client base and responsibilities.