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Senior Wealth Management Advisor

2 months ago

Seattle, Washington, United States U.S. Bank Full time
About U.S. Bank

At U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the very beginning of your journey.

Position Overview

We are committed to enhancing customer experiences and supporting our local communities. As one of the largest and most esteemed banks in the United States, U.S. Bank has earned recognition as a leader in the financial sector, consistently ranked among the world’s Most Admired Companies. Our robust business model and top-tier credit ratings underscore our stability and dedication to our clients and employees.

In the realm of Private Wealth Management, we are poised for significant growth and are investing in expanding our team of advisors to provide exceptional client service. With a collaborative environment, strong leadership backing, a comprehensive product suite, and outstanding opportunities for client engagement, we enable you to cultivate a fulfilling career.

Key Responsibilities

As a Senior Wealth Management Advisor, you will be responsible for nurturing and expanding relationships with medium to large high net worth clients. You will assemble a dedicated team of Banking, Trust, and Investment specialists tailored to meet and exceed client expectations. This role requires a seasoned professional with extensive expertise in wealth management, capable of addressing complex financial matters and providing strategic guidance across all aspects of Wealth Management.

Qualifications

This position mandates registration with the National Mortgage Licensing System (NMLS) as per the S.A.F.E. Act of 2008 and Regulation Z. You will undergo a registration process that includes a thorough background and credit assessment. Non-compliance with NMLS registration requirements may lead to the rescission of your offer or termination of employment.

Location and Work Environment

This role supports a hybrid work model, with an expectation of in-office attendance for three or more days per week, alongside the flexibility to work remotely on other days.

Basic Qualifications
  • Bachelor's degree or equivalent professional experience
  • A minimum of 10 years of experience in managing high and ultra-high net worth client relationships
Preferred Skills and Experience
  • Exceptional relationship management and business development capabilities
  • Proven track record in driving business growth
  • In-depth knowledge of U.S. Bancorp's Banking, Trust, and Investment offerings
  • Ability to collaborate effectively with colleagues to address unique client needs
  • Strong analytical and problem-solving skills
  • Excellent communication skills, both written and verbal
  • Capacity to make independent, critical decisions
  • Professional designations such as CFA or CFP are advantageous
Benefits

Our benefits package is designed to support the well-being of our team members and their families, encompassing health, financial security, and peace of mind. Benefits include:
  • Comprehensive healthcare (medical, dental, vision)
  • Life insurance options
  • Short-term and long-term disability coverage
  • Parental leave and pregnancy disability benefits
  • 401(k) plan with employer contributions
  • Paid vacation (ranging from two to five weeks based on tenure)
  • Up to 11 paid holidays annually
  • Adoption assistance
  • Sick and Safe Leave accruals
Diversity and Inclusion

U.S. Bank is an equal opportunity employer, committed to fostering a diverse workforce. We welcome all qualified applicants, regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status. For more information on our commitment to diversity, please refer to our EEO policies.

E-Verify Participation

U.S. Bank participates in the E-Verify program to confirm employment eligibility in the United States.