U.S. Bank
Overview
At U.S. Bank, the Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. Responsibilities
Build and lead a team of trust, banking and investment professionals around high net worth clients or client relationships. Retain and grow assigned client relationships by delivering comprehensive wealth management services. Partner with Private Wealth Management Product Specialists to provide counsel and expert advice across Trust, Private Banking and Investments. Ensure fiduciary administration and adherence to compliance requirements. Basic Qualifications
Bachelor's degree, or equivalent work experience Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services Strong relationship management, networking and business development skills and a holistic view of the client Ability to partner with colleagues to identify and service unique clients needs Well-developed analytical and problem-solving skills Ability to make critical decisions independently Excellent presentation, interpersonal, verbal and written communication skills Professional designation such as CFA or CFP is preferred Licensing and Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in offer rescission or termination of employment. Disability Accommodations
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Benefits include (may vary by role, location or hours): 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 Equal Opportunity and Compliance
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in E-Verify where required. Background checks may be conducted in accordance with applicable laws and regulations. Salary
The salary range reflects figures based on the primary location and may differ by location. Pay Range: $132,260.00 - $155,600.00 plus benefits and incentive programs where eligible.
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At U.S. Bank, the Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. Responsibilities
Build and lead a team of trust, banking and investment professionals around high net worth clients or client relationships. Retain and grow assigned client relationships by delivering comprehensive wealth management services. Partner with Private Wealth Management Product Specialists to provide counsel and expert advice across Trust, Private Banking and Investments. Ensure fiduciary administration and adherence to compliance requirements. Basic Qualifications
Bachelor's degree, or equivalent work experience Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services Strong relationship management, networking and business development skills and a holistic view of the client Ability to partner with colleagues to identify and service unique clients needs Well-developed analytical and problem-solving skills Ability to make critical decisions independently Excellent presentation, interpersonal, verbal and written communication skills Professional designation such as CFA or CFP is preferred Licensing and Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in offer rescission or termination of employment. Disability Accommodations
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Benefits include (may vary by role, location or hours): 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 Equal Opportunity and Compliance
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in E-Verify where required. Background checks may be conducted in accordance with applicable laws and regulations. Salary
The salary range reflects figures based on the primary location and may differ by location. Pay Range: $132,260.00 - $155,600.00 plus benefits and incentive programs where eligible.
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