Private Wealth Advisor

• Identifying, closing, and deepening client relationships
• Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
• Leading our team-based service model
• Ensuring the delivery of our client experience
• Being responsible for growth through internal and external sourcing of new client relationships within PWM
• Acting as a U.S. Bank representative in the community and as a conduit for Private Wealth Management's strategic partners in the region

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in high and ultra-high net worth client wealth management activities
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Excellent relationship management, networking and business development skills
• Extraordinary talent for driving business
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients' needs
• Well-developed analytical and problem-solving skills
• Excellent writing, speaking, and presentation skills
• Ability to make critical decisions independently

Professional designation such as CFA or CFP is preferred

• 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