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PWM Private Wealth Management Advisor

2 months ago

Reno, Nevada, United States U.S. Bank Full time

About the Role

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities

  • Identify and acquire new client relationships through strategic partnerships and business development initiatives
  • Develop and implement customized wealth management strategies to meet the unique needs of high net worth clients
  • Collaborate with a team of specialists to provide holistic advice on investments, banking, wealth and estate planning, and trust services
  • Act as a conduit for Private Wealth Management's strategic partners in the region, fostering strong relationships and driving business growth

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

Preferred Qualifications

  • Professional designation such as CFA or CFP
  • 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

What We Offer

  • A comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension
  • A hybrid/flexible schedule, with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days

About U.S. Bank

U.S. Bank is a leading financial institution with a strong commitment to customer service and community involvement. We're proud to offer a diverse range of career opportunities and a supportive work environment that fosters growth and development.