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U.S. Bank · 3 days ago

PWM Private Wealth Advisor

Portland, OR

Full-time

Hybrid

Senior Level, Lead/Staff

$120K/yr - $141K/yr

8+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The PWM Private Wealth Advisor is responsible for retaining and growing high net worth client relationships while building a team of professionals to meet client needs.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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

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

Qualification

Wealth ManagementRelationship ManagementBusiness DevelopmentNMLS RegistrationCFACFPAnalytical SkillsNetworking SkillsProblem-Solving SkillsPresentation SkillsDecision-Making Skills

Required

Bachelor's degree, or equivalent work experience

Eight or more years of experience in high and ultra-high net worth client wealth management activities

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, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment