Strategic Private Wealth Advisor

Us Bank; Chicago (IL); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Up to 11 paid holidays

Adoption assistance

Job summary

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role leverages investments, banking, estate planning, and trust services to grow client relationships and collaborate with a regional team of specialists.

Effective relationship management and a holistic wealth planning approach are essential. A CFA/ CFP is preferred, with a strong networking background and the ability to act as a strategic advisor.

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.
• Grow through internal and external sales and development of new client relationships.
• Coordinate with specialists to provide holistic wealth management solutions.
• Act as a conduit for PWM's strategic partners in the region.

Skills

Relationship management

Networking

Business development

Strong communication

Strategic advisory

Independent decisions

Education

Bachelor's degree or equivalent

Job description

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role leverages investments, banking, estate planning, and trust services to grow client relationships and collaborate with a regional team of specialists.

Effective relationship management and a holistic wealth planning approach are essential. A CFA/ CFP is preferred, with a strong networking background and the ability to act as a strategic advisor.