Heather Jarvis
Senior Vice President, Senior Private Wealth Advisor - Private Wealth Management of U.S. Bank
- Role
- Vice President, Senior Private Wealth Advisor at U.S. Bank
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Heather Jarvis
I am currently a Senior Private Wealth Advisor, for Private Wealth Management of U.S…
Experience
Vice President, Senior Private Wealth Advisor
Oct 2012 — Present · Kirkland, WA, US
Act as a consultative and trusted advisor to the high net worth market segment.• Conduct discovery meetings, prepare presentations, follow up on client contacts and implement solutions through delivery of comprehensive Bank products and services in alignment with client needs.• Develop and maintain client portfolios.• Provide complex and sophisticated advice and solutions based on sound financial principles leveraging considerable resources and expertise. • Analyze and respond to client’s personal comprehensive and complex wealth management needs, including resolving problems clients may experience and ensure proper handling of service requests, balancing risk and opportunity.• Consistently align client with appropriate channels to provide an exceptional service experience.Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax, accounting and other advisers.
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