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

Build and deepen relationships with High and Ultra High Net Worth clients by advising them holistically on investments, banking, credit, insurance, estate planning, trust services, and fiduciary administration. Identify, close, and retain clients while driving growth through internal and external sales. Collaborate with PWM specialists and act as a conduit to strategic partners in the region, using strong communication to simplify complex concepts.

Location: San Diego

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships in Private Wealth Management.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.
•Drive growth through internal and external sales and development of new client relationships.
•Collaborate with a team of specialists to organize and prioritize coverage across planning and advisory needs.
•Act as a U.S. Bank representative in the community and coordinate with PWM strategic partners in the region.

Pay and Benefits

Salary: USD 155,000 - 190,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveAdoption AssistanceRetirement

Key Requirements

•Bachelor's degree, or equivalent work experience.
•8+ years of experience interacting with High and Ultra High Net Worth clients.
•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 developmentStrategic advisingCommunication

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: San Diego

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships in Private Wealth Management.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.
•Drive growth through internal and external sales and development of new client relationships.
•Collaborate with a team of specialists to organize and prioritize coverage across planning and advisory needs.
•Act as a U.S. Bank representative in the community and coordinate with PWM strategic partners in the region.

Pay and Benefits

Salary: USD 155,000 - 190,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveAdoption AssistanceRetirement

Key Requirements

•Bachelor's degree, or equivalent work experience.
•8+ years of experience interacting with High and Ultra High Net Worth clients.
•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 developmentStrategic advisingCommunication

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