U.S. Bancorp

3 weeks 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: 18 hours agoStatus: Live

Job Summary

Own retention and growth of medium-to-large high net worth client relationships by advising clients on complex wealth management needs. Build and coordinate a team of Banking, Trust, and Investment professionals around each client while providing expert counsel across wealth management. This hybrid role requires NMLS registration (SAFE Act/Regulation Z) and readiness for background/credit checks, with compensation tied to experience and qualifications.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Retain and grow medium-to-large high net worth client relationships.
•Build a team of Banking, Trust and Investment professionals around each client to meet and exceed client needs.
•Provide counsel and expert advice across wealth management, including complex relationship management issues.
•Manage client needs by partnering with colleagues to identify and service unique client requirements.
•Drive business growth through strong relationship management, networking, and business development.

Pay and Benefits

Salary: USD 185,000 - 215,000 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceRetirementLong-term DisabilityPaid Holidays

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the SAFE Act of 2008 and Regulation Z, including completion of the required registration process (criminal background and credit check).
•Ability to provide counsel and expert advice in all areas of wealth management for complex client issues.
•Strong analytical and problem-solving skills, with excellent writing, speaking, and presentation skills.

Experience:10+ yearsWealth managementHigh net worthUltra-high net worthBankingTrustInvestments

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-makingWritten communicationVerbal communicationPresentation skills

Licenses:NMLSNational Mortgage Licensing System

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

3 weeks 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: 18 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

•Retain and grow medium-to-large high net worth client relationships.
•Build a team of Banking, Trust and Investment professionals around each client to meet and exceed client needs.
•Provide counsel and expert advice across wealth management, including complex relationship management issues.
•Manage client needs by partnering with colleagues to identify and service unique client requirements.
•Drive business growth through strong relationship management, networking, and business development.

Pay and Benefits

Salary: USD 185,000 - 215,000 annually

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife InsuranceRetirementLong-term DisabilityPaid Holidays

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the SAFE Act of 2008 and Regulation Z, including completion of the required registration process (criminal background and credit check).
•Ability to provide counsel and expert advice in all areas of wealth management for complex client issues.
•Strong analytical and problem-solving skills, with excellent writing, speaking, and presentation skills.

Experience:10+ yearsWealth managementHigh net worthUltra-high net worthBankingTrustInvestments

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-makingWritten communicationVerbal communicationPresentation skills

Licenses:NMLSNational Mortgage Licensing System

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