UHNW Private Wealth Advisor – Client Growth

U.S. Bank; Minneapolis, Northern (MN, KY); Hybrid; USD 127,000 - 155,000; Full time

Benefits offered by this job

Healthcare (medical)

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s PWM Private Wealth Advisor role in Minneapolis focuses on building trusted teams around high net worth clients, delivering tailored trust, banking and investment counsel, and driving client retention and growth.

The position requires a Bachelor's degree and 8+ years of experience with UHNW clients; CFA/CFP preferred. Strong relationship skills, business development acumen, and independent decision making are essential. Extensive benefits accompany the role.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with high net worth clients.
• Professional designation such as CFA or CFP preferred.

Responsibilities

• Build and retain relationships with high net worth clients.
• Collaborate with product specialists to provide comprehensive wealth management solutions.
• Ensure fiduciary compliance and holistic financial planning for clients.

Skills

Relationship management

Networking

Business development

Analytical problem solving

Presentation skills

Verbal & written communication

Independent decision making

Education

Bachelor's degree

Job description

U.S. Bank’s PWM Private Wealth Advisor role in Minneapolis focuses on building trusted teams around high net worth clients, delivering tailored trust, banking and investment counsel, and driving client retention and growth.

The position requires a Bachelor's degree and 8+ years of experience with UHNW clients; CFA/CFP preferred. Strong relationship skills, business development acumen, and independent decision making are essential. Extensive benefits accompany the role.