Private Wealth Management Private Wealth Advisor

About the role

Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements.

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 credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Strong relationship management, networking and business development skills and a holistic view of the client
• Ability to partner with colleagues to identify and service unique clients needs
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Excellent presentation, interpersonal, verbal and written communication skills
• Professional designation such as CFA or CFP is preferred

Location

• The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
• If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

• Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
• That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
• Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.