Pwm private wealth advisor

• Responsible 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
• Providing counsel and expert advice in all areas of Wealth Management

• Bachelor's degree, or equivalent work experience
• Eight 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
• Strong relationship management, networking, and business development skills
• Excellent talent for driving business
• Thorough 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

• 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