KansasCityRecruiter Since 2001
the smart solution for Kansas City jobs

Private Wealth Advisor - Kansas City, MO

Company: U.S. Bank
Location: Kansas City
Posted on: February 23, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning.The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships in the greater Kansas City market. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.Essential Functions* Identify and engage with a prospective pool of clients, which includes prospecting, developing external centers of influence, and accessing personal and professional networks* Responsible for retention and growth of assigned client relationships* Develop a thorough understanding of needs, goals, and financial position to help clients strategize in a clear and supportive manner* Prioritize and deploy the resources of U.S. Bank and U.S. Bank Private Wealth Management to creatively and consistently exceed client expectations* Deliver best-in-class advice that prioritizes client objectives* Advocate for and promote a diverse work environment that prioritizes teamwork and cooperation* Maintain professional standards through an in-depth understanding of capital markets, financial and estate planning, banking, and industry trends that impact clients* In conjunction with PWM Product Specialists and Business Line Managers, responsible for fiduciary administration to compliance requirements* Build a team around high net worth clients or client relationships* Responsible for retention and growth of assigned client relationships* Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.Basic Qualifications* Bachelor's degree, or equivalent work experience* Eight or more years of experience interacting with High and Ultra High Net Worth clients?Preferred Skills/Experience* Requires established network with strong relationship management, networking, and business development skills* Demonstrated success in specific client segments or verticals with developed strategic partnerships* Experience profiling clients and formulating customized strategies to address their needs* Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists* Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication* A passion for problem-solving and acting as a strategic advisor* Ability to make critical decisions independently and act as a business owner* Professional designation such as CFA or CFP is preferred

Keywords: U.S. Bank, Kansas City , Private Wealth Advisor - Kansas City, MO, Other , Kansas City, Kansas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


High Demand For Quality Painters - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Maryville
Posted on: 03/3/2021

Loan Closer / Remote
Description: Loan Closer Certified Mobile Notary Service https://certifiedmobilenotaryservice.com is seeking for a Loan Closer to work remotely in the U.S. If you are a Loan Closer with experience working in a high (more...)
Company: Certified Mobile Notary Service
Location: Saint Joseph
Posted on: 03/3/2021

Hair Stylist - Truman Center
Description: StylistAt Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Blue Springs
Posted on: 03/3/2021


Hair Stylist - Summitwoods Crossing
Description: StylistAt Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best
Company: Great Clips
Location: Blue Springs
Posted on: 03/3/2021

Get New Siding Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Saint Joseph
Posted on: 03/3/2021

25S Satellite Communication Systems Operator-Maintainer
Description: Communication is a vital part of the military s ability to run successful missions. It s the role of the Satellite Communication Systems Operator-Maintainers to ensure the lines of communication are always (more...)
Company: Missouri - Army National Guard
Location: Saint Joseph
Posted on: 03/3/2021

Remote Work-From-Home Independent Contractor - Call Center Representative
Description: WE GOT WHAT YOU WANT, YOU GOT WHAT WE NEED GOODBYE LONG COMMUTES, RIGID SCHEDULES, AND BUSYBODY MANAGERS. HELLO, LIVEOPS. Our well-known clients are seeking Independent Contractors to provide virtual (more...)
Company: Liveops
Location: Newtown
Posted on: 03/3/2021

Assembler - Off Shift (mostly 3rd shift)
Description: Why Join Altec br br br br Midwest Operations br br Assembler Opportunities - Off Shift br br There are opportunities for Assemblers - Off Shift mostly 3rd shift at Altec in St. Joseph, (more...)
Company: Altec Industries, Inc.
Location: Saint Joseph
Posted on: 03/3/2021

Remote Work-From-Home Independent Contractor - Call Center Representative
Description: WE GOT WHAT YOU WANT, YOU GOT WHAT WE NEED GOODBYE LONG COMMUTES, RIGID SCHEDULES, AND BUSYBODY MANAGERS. HELLO, LIVEOPS. Our well-known clients are seeking Independent Contractors to provide virtual (more...)
Company: Liveops
Location: Wathena
Posted on: 03/3/2021

Supplement Your Income - Shop and Deliver
Description: FULL-SERVICE SHOPPER Why shop and deliver with Instacart Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and accessible (more...)
Company: Instacart
Location: Saint Joseph
Posted on: 03/3/2021

Log In or Create An Account

Get the latest Kansas jobs by following @recnetKS on Twitter!

Kansas City RSS job feeds