Strategic Private Wealth Advisor for UHNW Clients

U.S. Bank; Columbus (OH); Hybrid; USD 134.000 - 164.000; Vollzeit

Benefits dieser Stelle

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Vacation

Holidays

Adoption Assistance

Leave Benefits

Zusammenfassung

U.S. Bank Private Wealth Management in Columbus, OH seeks a Senior Private Wealth Advisor to identify, close, and deepen client relationships. You will apply broad knowledge of investments, banking, estate planning, and trust services to frame client needs and develop tailored strategies.

The role requires NMLS registration, a CFA/CFP preferred, and a strong network with high-net-worth clients. You will collaborate with specialists and drive growth through internal and external referrals while

Qualifikationen

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with High/Ultra High Net Worth clients.
• Established network with relationship management and business development skills.
• CFA or CFP designation preferred.
• NMLS registration required.

Aufgaben

• Identify, close, and deepen client relationships.
• Grow through internal and external sales and development of new client relationships within PWM.
• Collaborate with specialists to provide holistic wealth solutions.
• Represent PWM in the community and build strategic partnerships.
• Adhere to regulatory requirements and ethical standards.

Kenntnisse

Relationship management

Business development

Networking

Client profiling

Communication skills

Problem solving

Strategic advisor

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

U.S. Bank Private Wealth Management in Columbus, OH seeks a Senior Private Wealth Advisor to identify, close, and deepen client relationships. You will apply broad knowledge of investments, banking, estate planning, and trust services to frame client needs and develop tailored strategies.

The role requires NMLS registration, a CFA/CFP preferred, and a strong network with high-net-worth clients. You will collaborate with specialists and drive growth through internal and external referrals while