Private Wealth Management Advisor
5 days ago
U.S. Bank is seeking a skilled Private Wealth Management Advisor to manage individual and trust account assets and investment relationships. The ideal candidate will have a strong focus on client account retention and meet Net Portfolio growth objectives.
Key Responsibilities- Manage client relationships and investment portfolios to meet established objectives and strategies.
- Develop and implement investment plans to achieve client goals and risk tolerance.
- Provide exceptional client service and communication to build strong relationships and drive retention.
- Collaborate with internal teams to ensure seamless delivery of services and meet client needs.
- Stay up-to-date on market trends and regulatory changes to provide informed advice and guidance.
- Bachelor's degree or equivalent work experience.
- 10+ years of investment experience.
- Strong understanding of investment management and finance.
- Excellent communication and interpersonal skills.
- Ability to work independently and make critical decisions.
- Competitive salary range: $145,000 - $187,880.
- Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
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