U.S. Bancorp

1 week 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: 2 hours agoStatus: Live

Job Summary

Own retention and growth of medium-to-large high net worth client relationships by building strong partnerships across banking, trust, and investment professionals. Serve as a seasoned wealth management expert, providing counsel and advice on complex relationship and wealth needs. Use strong business development, relationship management, and analytical skills to meet and exceed client expectations. Maintain required NMLS registration and comply with Regulation Z.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive retention and growth for medium-to-large high net worth client relationships.
•Build a team of banking, trust, and investment professionals around clients to meet client needs.
•Provide counsel and expert advice across wealth management areas for complex client issues.
•Handle business development activities with strong relationship management and networking skills.
•Ensure ongoing compliance with NMLS registration requirements and related checks for employment eligibility.

Pay and Benefits

Salary: USD 165,000 - 200,000 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management.
•Maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z (including background and credit checks).
•Excellent relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ yearsWealth managementHigh net worthBankingTrustInvestments

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-makingCommunicationPresentation

Licenses:NMLS registration

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week 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: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive retention and growth for medium-to-large high net worth client relationships.
•Build a team of banking, trust, and investment professionals around clients to meet client needs.
•Provide counsel and expert advice across wealth management areas for complex client issues.
•Handle business development activities with strong relationship management and networking skills.
•Ensure ongoing compliance with NMLS registration requirements and related checks for employment eligibility.

Pay and Benefits

Salary: USD 165,000 - 200,000 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management.
•Maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z (including background and credit checks).
•Excellent relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ yearsWealth managementHigh net worthBankingTrustInvestments

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-makingCommunicationPresentation

Licenses:NMLS registration

Certifications:CFACFP

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor