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U.S. Bank PWM Private Wealth Advisor - Milwaukee, WI in MILWAUKEE, Wisconsin

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.

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 in the greater Milwaukee market. 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.

Essential Functions

  • Identify and engage with a prospective pool of clients, which includes prospecting, developing external centers of influence, and accessing personal and professional networks

  • Responsible for retention and growth of assigned client relationships

  • 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

  • In conjunction with PWM Product Specialists and Business Line Managers, responsible for fiduciary administration to compliance requirements

  • Build a team around high net worth clients or client relationships

  • Responsible for retention and growth of assigned client relationships

Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

Qualifications:

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

  • Requires established network with strong relationship management, networking, and business development skills

  • Demonstrated success in specific client segments or verticals with developed strategic partnerships

  • Experience profiling clients and formulating customized strategies to address their needs

  • Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists

  • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication

  • A passion for problem-solving and acting as a strategic advisor

  • Ability to make critical decisions independently and act as a business owner

  • Professional designation such as CFA or CFP is preferred

Job: Relationship Management

Primary Location: Wisconsin-WI-Milwaukee

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 200020926

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.

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