PWM Private Wealth Advisor

U.S. Bancorp
Florida
Workplace: HybridFull timeUSD 165,000 - 200,000 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical skills","Problem-solving","Writing skills","Presentation skills","Independent decision-making"]

Manage and grow medium-to-large high net worth client relationships by driving retention, providing expert counsel, and overseeing complex wealth management needs. Build a team of Banking, Trust, and Investment professionals around clients to ensure solutions meet and exceed expectations. Leverage deep knowledge of wealth management products while partnering internally on unique client needs, supported by analytical decision-making and strong communication skills.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

PWM Private Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage and grow medium-to-large high net worth client relationships by driving retention, providing expert counsel, and overseeing complex wealth management needs. Build a team of Banking, Trust, and Investment professionals around clients to ensure solutions meet and exceed expectations. Leverage deep knowledge of wealth management products while partnering internally on unique client needs, supported by analytical decision-making and strong communication skills.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive retention and growth of medium-to-large high net worth client relationships.
  • •Provide counsel and expert advice across wealth management needs.
  • •Build a team of Banking, Trust, and Investment professionals around each client.
  • •Ensure client needs are met and exceeded through tailored service and partnership across colleagues.
  • •Handle complex relationship management issues and make critical decisions independently.

Pay and Benefits

Salary: USD 165,000 - 200,000 annually
Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •10+ years of experience in high and ultra-high net worth client wealth management activities.
  • •Excellent relationship management, networking, and business development skills.
  • •Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services.
  • •Ability to make critical decisions independently.
Experience:10+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical skillsProblem-solvingWriting skillsPresentation skillsIndependent decision-making
Licenses:NMLS registrationRegulation Z
Certifications:CFACFP

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor