PWM Private Wealth Advisor

As a Private Wealth Advisor at U.S. Bank, you will identify, close, and deepen client relationships, using your knowledge of investments, banking, wealth and estate planning, and trust services. You will also act as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration and a criminal background and credit check.

Requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with developed strategic partnerships
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
• A passion for problem-solving and acting as a strategic advisor
• Ability to make critical decisions independently and act as a business owner
• Professional designation such as CFA or CFP is preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law