Senior Wealth Advisor - UHNW Client Relationships
us bankSan Jose, CA
Senior Wealth Advisor - UHNW Client Relationships
us bankSan Jose, CA
6 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
U.S. Bank seeks a senior Wealth Management executive to retain and grow relationships with high net worth clients in a dynamic team environment.
You will assemble Banking, Trust and Investment professionals around each client to meet their complex needs and deliver tailored wealth advice. The role requires extensive industry experience, adherence to NMLS/SAFE Act standards, and the ability to drive business while maintaining high ethical and professional standards.
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JOB OVERVIEW
Experience level
Senior
Location
San Jose, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago
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