Elite Private Client Advisor

2 weeks ago


Kennedy Space Center, United States U.S. Bank Full time

Position Overview

Join a prestigious financial organization, U.S. Bank, where we prioritize the success of our clients and communities. Become a vital member of our Private Wealth Management division and thrive in a stimulating atmosphere that encourages professional growth and achievement.

Key Responsibilities:

  • Establish and nurture relationships with High and Ultra High Net Worth individuals
  • Create tailored financial strategies to meet client requirements
  • Work alongside specialists to deliver holistic financial guidance
  • Serve as a trusted advisor, assisting clients in reaching their financial aspirations
Qualifications:
  • Bachelor's degree or equivalent professional experience
  • A minimum of eight years of experience with High and Ultra High Net Worth clientele
  • Exceptional relationship management and networking abilities
  • Capacity to make independent, critical decisions
  • Preferred professional designations include CFA or CFP
Work Environment:
This position offers a flexible work arrangement, combining both in-office and remote opportunities.

Employee Benefits:
  • Comprehensive healthcare options (medical, dental, vision)
  • Retirement savings plans
  • Paid time off and holidays
  • Support for adoption
  • Opportunities for professional development
About U.S. Bank:
U.S. Bank is a forward-thinking financial institution committed to fostering a diverse and inclusive workforce. Join us in our endeavor to assist clients in achieving their financial objectives and strengthening communities.
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