PWM Senior Private Wealth Advisor

U.S. Bancorp
United States
Full timeUSD 169,380 - 207,020 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical problem-solving","Independent decision-making"]

Own and grow relationships for medium-to-large high net worth clients by providing expert wealth management counsel across banking, trust, and investment needs. Build a team of Banking, Trust, and Investment professionals around each client and handle complex wealth and relationship management issues. Meet NMLS registration requirements under the SAFE Act and Regulation Z and maintain eligibility through background and credit checks while delivering retention and growth targets.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

PWM Senior Private Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Own and grow relationships for medium-to-large high net worth clients by providing expert wealth management counsel across banking, trust, and investment needs. Build a team of Banking, Trust, and Investment professionals around each client and handle complex wealth and relationship management issues. Meet NMLS registration requirements under the SAFE Act and Regulation Z and maintain eligibility through background and credit checks while delivering retention and growth targets.
Location: United States
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Drive retention and growth of medium-to-large high net worth client relationships.
  • •Build a team of Banking, Trust, and Investment professionals around clients to meet and exceed needs.
  • •Provide expert advice and counsel for complex wealth and relationship management issues.
  • •Apply expertise across wealth management areas, including banking, trust, and investment products and services.
  • •Ensure compliance with NMLS registration requirements, including maintaining required background and credit standards.

Pay and Benefits

Salary: USD 169,380 - 207,020 annually
Perks:Health InsuranceDentalVision401kParental Leave

Key Requirements

  • •Bachelor's degree (or equivalent work experience).
  • •10+ years of experience in high and ultra-high net worth client wealth management activities.
  • •Ability to comply with NMLS registration requirements under the SAFE Act of 2008 and Regulation Z.
  • •Excellent relationship management, networking, and business development skills.
  • •Preferred: professional designation such as CFA or CFP.
Experience:10+ yearsWealth managementHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingIndependent decision-making
Licenses:NMLS (SAFE Act)
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
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Glassdoor: 3.8
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