PWM Senior Private Wealth Advisor
$169,380–$207,020 year
On-siteWoodland Hills, California, United States
Job Summary
Manage retention and growth of medium to large high net worth client relationships by building a team of Banking, Trust, and Investment professionals around each client. Provide expert counsel and advice in all areas of Wealth Management, handling complex issues for ultra-high net worth individuals. Partner with colleagues to identify and service unique client needs while driving business through networking and business development. Maintain NMLS registration under the SAFE Act and Regulation Z, including criminal background and credit checks. Requires a Bachelor's degree, 10+ years in high net worth wealth management, and preferred CFA or CFP designation.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Satisfactory criminal and credit record
Desired Qualifications
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Ability to partner with colleagues to identify and service unique clients' needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation such as CFA or CFP
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