Private Wealth Management Private Wealth Advisor
Core
Advise high and ultra-high net worth clients holistically on wealth, estate planning, investments, banking, credit, insurance, and charitable giving to help them achieve financial objectives.
Role type
Senior Private Wealth Advisor (IC)
Builds
Client relationships and financial solutions for high-net-worth individuals and families
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management, estate planning, investment advisory, banking, credit, insurance, charitable giving, fiduciary administration, business development, relationship management, prospecting, internal sourcing
Preferred skills
CFA or CFP designation, extensive knowledge of U.S. Bancorp products, analytical and problem-solving skills, critical decision-making
Technologies
NMLS registration, S.A.F.E. Act compliance, Regulation Z
Responsibilities
Identify, close, and deepen client relationships; frame, acquire, and retain relationships using broad knowledge of financial products; lead team-based service model; ensure delivery of client experience; source new client relationships internally and externally; act as a conduit for strategic partners in the region.
Seniority
Senior, hands-on IC