Private Wealth Management Partner Private Wealth Advisor

• Building a team of trust, banking and investment professionals around high net worth clients or client relationships
• Retention and growth of assigned client relationships
• Partnering with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Strong relationship management, networking and business development skills and a holistic view of the client
• Ability to partner with colleagues to identify and service unique clients needs
• Well-developed analytical and problem-solving skills
• Ability to make critical decisions independently
• Excellent presentation, interpersonal, verbal and written communication skills
• Professional designation such as CFA or CFP is preferred

Professional designation such as CFA or CFP

• 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