U.S. Bancorp

6 days ago

Private Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Advise High and Ultra High Net Worth clients holistically across investments, banking, credit, insurance, estate planning, trust services, and charitable giving to achieve their financial objectives. Identify, close, and deepen client relationships through internal and external sales, business development, and growth within Private Wealth Management. Serve as a community conduit for PWM strategic partners and collaborate with a specialist team to deliver tailored strategies.

Location: Omaha

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Use client circumstances and knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a U.S. Bank representative in the community and a conduit for PWM strategic partners in the region.
•Collaborate with a team of specialists to provide deeper expertise and support client relationship efforts.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Requires an established network with strong relationship management, networking, and business development skills.
•Demonstrated success in specific client segments or verticals with developed strategic partnerships.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

Licenses:NMLS (S.A.F.E. Act)

Certifications:NMLS registrationCFACFP

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

6 days ago

Private Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: Omaha

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Use client circumstances and knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a U.S. Bank representative in the community and a conduit for PWM strategic partners in the region.
•Collaborate with a team of specialists to provide deeper expertise and support client relationship efforts.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Requires an established network with strong relationship management, networking, and business development skills.
•Demonstrated success in specific client segments or verticals with developed strategic partnerships.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

Licenses:NMLS (S.A.F.E. Act)

Certifications:NMLS registrationCFACFP

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