U.S. Bank Private Wealth Management Trust Advisor in MILWAUKEE, Wisconsin
Serves as a dedicated Trust Advisor for selected high net worth and ultra-high net worth clients within a particular market or region. Works closely with other senior members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships. The incumbent must have a thorough knowledge of all fiduciary products offered by U.S. Bank, as well as a working knowledge of all Wealth products. The incumbent must also have an established professional network in the local and/or regional market.
Bachelor’s Degree, or equivalent work experience
15 or more years of experience providing financial planning, estate planning or combination of both to clients with net worth exceeding $10 million (experience may include recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary)
Professional designation(s) is required and may include, but is not limited to: JD, CPA, CTFA, CFP and/or Graduate of National Trust School Program
Experience drafting or reviewing estate, business or other planning documents for clients with net worth exceeding $10 million
Deep and broad knowledge of the fiduciary, tax and estate planning disciplines
Well-developed communication skills
Strong analytical and problem-solving skills
Considerable tact, diplomacy and people skills
Established network in local market(s)
Job: Relationship Management
Primary Location: Wisconsin-WI-Milwaukee
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200017618
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.