PWM Senior Private Wealth Advisor

Job Description

Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in high and ultra-high net worth client wealth management activities

• Excellent relationship management, networking, and business development skills
• Extraordinary talent for driving business
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients' needs
• Well‑developed analytical and problem‑solving skills
• Excellent writing, speaking, and presentation skills
• Ability to make critical decisions independently
• Professional designation such as CFA or CFP is preferred

This role is hybrid. Team members typically spend three days a week at a U.S. Bank location, with flexibility for the other days.

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.

• 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

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 the U.S. Department of Homeland Security E-Verify program. Learn more about the E-Verify program.

Pay Range: $ - $. In addition to salary, U.S. Bank offers a comprehensive benefits package including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (subject to eligibility).

Posting may be closed earlier due to high volume of applicants.