PWM Senior Private Wealth Advisor

U.S. Bank

Seattle, WA

JOB DETAILS
SALARY
$180,270–$220,330 Per Year
SKILLS
Analysis Skills, Banking Services, Business Development, Chartered Financial Analyst (CFA), Customer Relations, E Programming Language, Finance, High Net Worth, Homeland Security, Licensing, Mortgage, Problem Solving Skills, Regulations, Relationship Management, Sales Management, System Operations, Talent Management, Team Building, Team Lead/Manager, United States Citizenship and Immigration Services (USCIS), Wealth Management
LOCATION
Seattle, WA
POSTED
2 days ago

Job DescriptionResponsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.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 may result in rescission of your offer or termination of employment.Basic QualificationsBachelor's degree, or equivalent work experience10 or more years of experience in high and ultra-high net worth client wealth management activitiesPreferred Skills / ExperienceExcellent relationship management, networking, and business development skillsExtraordinary talent for driving businessExtensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and servicesAbility to partner with colleagues to identify and service unique clients' needsWell-developed analytical and problem‑solving skillsExcellent writing, speaking, and presentation skillsAbility to make critical decisions independentlyProfessional designation such as CFA or CFP is preferredBenefitsHealthcare (medical, dental, vision)Basic term and optional term life insuranceShort‑term and long‑term disabilityPregnancy disability and parental leave401(k) and employer‑funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawCompensationPay Range: $180,270.00 - $220,330.00.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and certain territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.Equal Opportunity EmployerU.S. Bank is an equal‑opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.Background CheckU.S. Bank conducts background checks consistent with applicable local laws and federal regulations as required for the role.#J-18808-Ljbffr

About the Company

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U.S. Bank