Private Wealth Management Private Wealth Advisor - NMLS
Company: U.S. Bank
Location: Denver
Posted on: February 22, 2021
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Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, we're one of the country's most respected,
innovative and successful financial institutions. U.S. Bank is an
equal opportunity employer committed to creating a diverse
workforce. We consider all qualified applicants without regard to
race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, among
other factors.Job DescriptionAt U.S. Bank, we're passionate about
helping customers and the communities where we live and work. The
fifth-largest bank in the United States, we are one of the
country's most respected, innovative and successful financial
institutions. U.S. Bank is an equal opportunity employer committed
to creating a diverse workforce. We consider all qualified
applicants without regard to race, religion, color, sex, national
origin, age, sexual orientation, gender identity, disability or
veteran status, among other factors.
U.S. Bank Private Wealth Management (PWM) helps clients identify
and achieve their financial objectives. Our teams advise clients
holistically on wealth and estate planning, investments, banking,
credit, insurance, charitable giving, and fiduciary administration.
In addition, PWM has specialized capabilities in business-sale
advisory and pre-transaction planning.
The Private Wealth Advisor (PWA) is responsible for identifying,
closing, and deepening client relationships. The PWA uses
familiarity with client circumstances alongside a broad knowledge
of investments, banking, wealth and estate planning, and trust
services to frame, acquire, and retain relationships. The PWA is
responsible for growth through internal and external sales and
development of new client relationships within PWM. A team of
specialists support these efforts by providing deeper knowledge in
their respective areas of expertise. As a U.S. Bank representative
in the community the PWA also acts as a conduit for Private Wealth
Management's strategic partners in the region.
Responsibilities:
--- Identify and engage with a prospective pool of clients, which
includes prospecting, developing external centers of influence, and
accessing personal and professional networks
--- Develop a thorough understanding of needs, goals, and financial
position to help clients strategize in a clear and supportive
manner
--- Prioritize and deploy the resources of U.S. Bank and U.S. Bank
Private Wealth Management to creatively and consistently exceed
client expectations
--- Deliver best-in-class advice that prioritizes client
objectives
--- Advocate for and promote a diverse work environment that
prioritizes teamwork and cooperation
--- Maintain professional standards through an in-depth
understanding of capital markets, financial and estate planning,
banking, and industry trends that impact clients
--- Observe and act within U.S. Bank policies and guidelines
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.Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra
High Net Worth clients
Preferred Skills/Experience
- 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
preferredBenefits:--
Take care of yourself and your family with U.S. Bank employee
benefits. We know that healthy employees are happy employees, and
we believe that work/life balance should be easy to achieve. That's
why we share the cost of benefits and offer a variety of programs,
resources and support you need to bring your full self to work and
stay present and committed to the people who matter most - your
family.Learn all about U.S. Bank employee benefits, including
tuition reimbursement, retirement plans and more, by
visitingusbank.com/careers .EEO is the Law
Applicants can learn more about the company's status as an equal
opportunity employer by viewing the federal EEO is the Law
poster.E-VerifyU.S. Bank participates in the U.S. Department of
Homeland Security E-Verify program in all facilities located in the
United States and certain U.S. territories. The E-Verify program is
an Internet-based employment eligibility verification system
operated by the U.S. Citizenship and Immigration Services. Learn
more about the--E-Verify program .Pay Range: $115,090.00 -
$135,400.00 - $148,940.00 Posted 30+ Days Ago Full time
2020-0000047 About Us Our 74,000 employees work across departments
to help our millions of retail, business, wealth management,
payment, commercial and corporate, and investment services
customers across the country and around the world turn their dreams
into reality. Our employees are empowered to create change and
drive our future, and we pride ourselves on diligently and
ethically upholding U.S. Bank's best-in-class financial record and
legacy of more than 150 years in banking. Most importantly, we put
people first, cultivating and treasuring meaningful relationships
with the customers we serve, the colleagues we support and the
communities where we live and work.
Keywords: U.S. Bank, Denver , Private Wealth Management Private Wealth Advisor - NMLS, Executive , Denver, Colorado
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