Private Wealth Management Private Wealth Advisor
us bankColumbus, OH
Private Wealth Management Private Wealth Advisor
Personal Financial AdvisorsFinancial Risk SpecialistsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
Overview:
As a Private Wealth Advisor, you help high net worth clients by coordinating trust, banking and investment services to protect and grow their wealth. You will build and lead a team around client relationships, focusing on retention and growth within a Private Wealth Management framework. Collaborating with product specialists, you provide comprehensive financial guidance while ensuring fiduciary compliance. This role sits at the intersection of advisory excellence and regulatory adherence, empowering clients to make informed decisions. You will work in a hybrid environment, engaging with cross-functional partners to deliver tailored wealth solutions. Compensation / Benefits Healthcare (medical, dental, vision) Life insurance Disability coverage 401(k) with employer contributions Paid vacation and holidays Adoption assistance
Responsibilities:
Build and lead a team of trust, banking and investment professionals around high net worth clients Retain and grow assigned client relationships Partner with Private Wealth Management Product Specialists to provide comprehensive advice across Trust, Private Banking and Investments Ensure fiduciary administration and adherence to compliance requirements for clients
Key requirements:
Bachelor's degree, or equivalent work experience Eight or more years of experience with High and Ultra High Net Worth clients NMLS registration as required by SAFÉ Act and Reg Z Strong knowledge of U.S. Bancorp Banking, Trust, and Investment products and services Ability to make critical decisions independently Relationship management Networking and business development Excellent communication (verbal and written) and presentation skills Thorough knowledge of banking, trust and investment products and services Holistic client view and advisory capability Fiduciary administration and compliance awareness
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Level
Senior L5
Location
Columbus, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today