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PWM Private Wealth Management Advisor
2 months ago
At U.S. Bank, we're committed to helping our customers and communities thrive. As a PWM Private Wealth Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth. We're passionate about empowering our team members to excel in their careers and make a meaningful impact.
Key Responsibilities- Build and maintain strong relationships with high net worth clients, providing tailored financial solutions and expert advice.
- Collaborate with cross-functional teams to identify and pursue new business opportunities.
- Develop and implement strategic plans to drive client growth and retention.
- Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and excellence in all aspects of wealth management.
- 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.
- Strong analytical and problem-solving skills, with the ability to make critical decisions independently.
- Professional designation such as CFA or CFP is preferred.
- A comprehensive benefits package, including healthcare, retirement plans, and paid time off.
- Opportunities for professional growth and development, with a focus on empowering team members to excel in their careers.
- A dynamic and supportive work environment, with a commitment to diversity, equity, and inclusion.
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.
