U. S. Bank
Financial Services
PrivateWealthAdvisor
“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
Applying for this Private Wealth Advisor role?
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