Private Wealth Management Private Wealth Advisor Managing Director
Based in United States
Core
Retain and grow high net worth client relationships while building a team of Banking, Trust, and Investment professionals to meet client needs.
Role type
Managing Director, Private Wealth Advisor
Builds
A team of Banking, Trust, and Investment professionals
Domain
Private Wealth Management / Banking
Deliverable
client delivery
Required skills
High net worth client relationship management, complex wealth management advisory, team building, business development, regulatory compliance (NMLS, SAFE Act, Reg Z)
Preferred skills
CFP or CFA designation, extensive knowledge of U.S. Bancorp products, analytical and problem-solving skills, independent decision-making
Technologies
NMLS, SAFE Act, Regulation Z