Private Wealth Advisor

U.S. Bank

. Build a team of trust, banking and investment professionals around high net worth clients or client relationships .

Posted 11/5/2026full-timeSaint Cloud • Minnesota • United StatesSeniorLead💰 $118,170 - $144,430 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Trust, Private Banking, and Investment services while effectively managing relationships with High and Ultra High Net Worth clients. Proven ability to provide comprehensive financial advice, ensure compliance, and collaborate with specialists to meet unique client needs.

Highest-signal resume keywords

NMLS RegistrationTrust AdministrationRelationship ManagementFinancial PlanningAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust ServicesInvestment ProductsBanking ProductsFinancial AdviceCompliance AdherenceClient Relationship ManagementBusiness DevelopmentCritical Decision MakingHolistic Client ViewNetworking

Soft Skills

Interpersonal SkillsPresentation SkillsVerbal CommunicationWritten CommunicationProblem-Solving Skills

Certifications & Qualifications

CFACFP

Industry Keywords

High Net Worth ClientsUltra High Net Worth ClientsFiduciary AdministrationS.A.F.E. ActRegulation ZU.S. Bancorp

About the role

Key responsibilities & impact

Build a team of trust, banking and investment professionals around high net worth clients or client relationships
Retain and grow assigned client relationships
Partner with Private Wealth Management Product Specialists
Provide counsel and expert advice in Trust, Private Banking and Investments
Ensure comprehensive financial advice and planning for clients
Perform fiduciary administration and adhere to compliance requirements

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
National Mortgage Licensing System (NMLS) registration required under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Required NMLS registration process includes a criminal background and credit check
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Strong relationship management, networking and business development skills and a holistic view of the client
Ability to partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, interpersonal, verbal and written communication skills
Professional designation such as CFA or CFP is preferred

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension