U. S. Bank
Financial Services
PrivateWealthAdvisor
Neural analysis suggests this role is
optimal for Senior candidates.
“Private Wealth Advisor at U. S. Bank. Skills: Client relationship management, Sales and development, Financial planning. Identify, close, and deepen client relationships. Advise clients holistically on wealth and estate planning”
Industry & Context.
Problem-solving
National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z, Subject to NMLS registration process, including criminal background and credit check, Must comply with U. S. Bank policies and procedures
What They're Looking For.
Must Have
Bachelor's degree, or equivalent work experience, Eight or more years of experience interacting with High and Ultra High Net Worth clients, National Mortgage Licensing System (NMLS) registration
Nice to Have
Established network with relationship management, networking, and business development skills, Demonstrated success in specific client segments or verticals with developed strategic partnerships, Experience profiling clients and formulating customized strategies to address their needs, Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists, A passion for problem-solving and acting as a strategic advisor, Ability to make critical decisions independently and act as a business owner, Professional designation such as CFA or CFP
What You'll Do.
and deepen client relationships
Advise clients holistically on wealth and estate planning
Advise clients on investments
Advise clients on charitable giving and fiduciary administration
Growth through internal and external sales
Development of new client relationships
How You'll Work.
Team & Collaboration
A team of specialists support these efforts by providing deeper knowledge; Acts as a conduit for Private Wealth Management's strategic partners
Communication Scope
Ability to simplify complex concepts for audiences with different levels of sophistication
Full Job Description
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. ## **_Job Description_** U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and cre
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