Senior Private Wealth Advisor for High-Net-Worth Clients

U.S. Bank

San Diego, CA

JOB DETAILS
SKILLS
Customer Relations, Estate Planning, Financial Planning, High Net Worth, Problem Solving Skills, Relationship Management, Sales Management
LOCATION
San Diego, CA
POSTED
2 days ago

U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships utilizing a holistic approach to financial planning. This role involves advising clients on various financial aspects, including investments and estate planning, while collaborating with specialists for tailored strategies. Ideal candidates will have significant experience with High and Ultra High Net Worth clients and possess strong relationship management and problem-solving skills. A hybrid work model is offered, promoting flexibility.#J-18808-Ljbffr

About the Company

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U.S. Bank