Senior Wealth Advisor - UHNW Client Relationships
us bankSan Jose (CA)
Senior Wealth Advisor - UHNW Client Relationships
Posted yesterday
us bankSan Jose (CA)
SENIORITY
Senior
About 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.