PWM Private Wealth Advisor

4 weeks ago


Kennedy Space Center, 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 key role in identifying and acquiring new client relationships, while delivering exceptional service and expertise to our existing clients.

Key Responsibilities

  • Identify and acquire new client relationships through prospecting and networking
  • Develop and implement comprehensive wealth management plans for high net worth clients
  • Provide expert advice on investments, banking, and trust services
  • Collaborate with colleagues to deliver exceptional client service and support

Requirements

  • Bachelor's degree or equivalent work experience
  • 10+ years of experience in high and ultra-high net worth client wealth management activities
  • Excellent relationship management, networking, and business development skills
  • Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services

What We Offer

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including healthcare, retirement, and paid time off
  • Opportunities for professional growth and development

U.S. Bank is an Equal Opportunity Employer



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