PWM Private Wealth Advisor

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 152,370 - 186,230 annuallyFunction: Banking, Lending & CreditExperience: 10+ yearsSkills: ["Relationship management","Networking","Business development","Analytical thinking","Independent decision-making"]

Own and expand medium-to-large high net worth client relationships by driving retention and growth. Serve as a highly experienced wealth management expert, providing counsel and expert advice across wealth management needs. Build a team of banking, trust, and investment professionals around clients and partner with colleagues to identify and service unique client needs. Maintain required NMLS registration under the SAFE Act and comply with Regulation Z requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

PWM Private Wealth Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Own and expand medium-to-large high net worth client relationships by driving retention and growth. Serve as a highly experienced wealth management expert, providing counsel and expert advice across wealth management needs. Build a team of banking, trust, and investment professionals around clients and partner with colleagues to identify and service unique client needs. Maintain required NMLS registration under the SAFE Act and comply with Regulation Z requirements.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
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 client needs.
  • •Provide counsel and expert advice in all areas of Wealth Management, handling complex wealth and relationship management issues.
  • •Use extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services to support client needs.
  • •Complete and maintain required NMLS registration, including meeting background and credit check requirements.

Pay and Benefits

Salary: USD 152,370 - 186,230 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •10 or more years of experience in high and ultra-high net worth client wealth management activities.
  • •Ability to obtain and maintain NMLS registration under the SAFE Act of 2008 and comply with Regulation Z requirements.
  • •Excellent relationship management, networking, and business development skills.
  • •Professional designation such as CFA or CFP is preferred.
Experience:10+ yearsHigh net worthUltra-high net worthWealth management
Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-making
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
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