Strategic Private Wealth Advisor for UHNW Clients

U.S. Bank; Boise (ID); On-site; USD 132,000 - 161,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Retirement plan 401(k)

Paid vacation and holidays

Disability insurance

Job summary

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth planning, and fiduciary services to grow assets and cross-sell solutions within PWM.

A team of specialists supports these efforts in the region, emphasizing a client-centric approach. The role requires extensive experience with High Net Worth clients, a robust network, 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.
• Collaborate with specialists to provide holistic wealth management solutions.

Skills

Relationship management

Networking

Business development

Client segmentation

Strategic partnerships

Strong communication

Problem solving

Independent decision making

Education

Bachelor's degree or equivalent

CFA/CFP preferred

Job description

U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage knowledge of investments, banking, wealth planning, and fiduciary services to grow assets and cross-sell solutions within PWM.

A team of specialists supports these efforts in the region, emphasizing a client-centric approach. The role requires extensive experience with High Net Worth clients, a robust network, and the ability to act as a strategic advisor.