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U.S. Bank

Runs a national bank and processes card payments

Senior Private Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USA

About the Job

Requirements

  • A bachelor's degree or equivalent work experience.
  • At least 10 years of experience in high- and ultra-high-net-worth client wealth management activities.
  • Registration with the National Mortgage Licensing System under the S.A.F.E. Act of 2008 and Regulation Z, including completion of the required criminal background and credit checks.
  • Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Responsibilities

  • Retain and grow medium- to large-sized high-net-worth client relationships.
  • Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed client needs.
  • Handle complex wealth and relationship management issues.
  • Provide counsel and expert advice across all areas of wealth management.

Desired Qualifications

  • Excellent relationship management, networking, and business development skills.
  • Ability to drive business.
  • Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
  • Ability to partner with colleagues to identify and service unique client needs.
  • Well-developed analytical and problem-solving skills.
  • Excellent writing, speaking, and presentation skills.
  • Ability to make critical decisions independently.
  • A professional designation such as CFA or CFP.

About the Company

U.S. Bank

Runs a national bank and processes card payments

U.S. Bank is one of the largest banks in the United States, serving consumers, small businesses, corporations, and government agencies with banking, lending, payments, and wealth management. Its Elavon subsidiary is one of the world's biggest processors of card payments for merchants, handling sales in the United States, Canada, and Europe. People and small businesses use its branches and mobile app for checking, savings, credit cards, mortgages, and loans, while companies use it for corporate cards and cash management, and the bank earns money from loan interest and fees. U.S. Bank received national bank charter No. 24 in 1863, under President Abraham Lincoln, and is based in Minneapolis as the main subsidiary of U.S. Bancorp.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1863

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