U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role leverages investments, banking, estate planning, and trust services to grow client relationships and collaborate with a regional team of specialists.
Effective relationship management and a holistic wealth planning approach are essential. A CFA/ CFP is preferred, with a strong networking background and the ability to act as a strategic advisor.
#J-18808-LjbffrStrategic Private Wealth Advisor in chicago at Unknown Company
This position is listed as full time and onsite.