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

Own retention and growth of medium to large high-net-worth client relationships by providing counsel and expert guidance across wealth management. Build a team of Banking, Trust, and Investment professionals around clients to meet and exceed needs. Serve as a highly seasoned financial industry expert handling complex wealth and relationship matters, while meeting NMLS registration requirements and associated background/credit checks.

Location: Cincinnati

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium to large high net worth client relationships.
•Provide counsel and expert advice across wealth management for complex client issues.
•Build and coordinate a team of Banking, Trust, and Investment professionals around clients.
•Ensure compliance with NMLS registration requirements, including maintaining acceptable background and credit standing.

Pay and Benefits

Salary: USD 143,905 - 169,300 annually

Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid LeaveDisability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•Maintain required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
•Excellent relationship management, networking, and business development skills.
•Well-developed analytical and problem-solving skills with excellent communication for writing, speaking, and presentations.

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

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical skillsProblem-solvingWritten communicationPublic speakingPresentation skillsIndependent decision-making

Licenses:NMLS

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: Cincinnati

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium to large high net worth client relationships.
•Provide counsel and expert advice across wealth management for complex client issues.
•Build and coordinate a team of Banking, Trust, and Investment professionals around clients.
•Ensure compliance with NMLS registration requirements, including maintaining acceptable background and credit standing.

Pay and Benefits

Salary: USD 143,905 - 169,300 annually

Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid LeaveDisability

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•Maintain required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
•Excellent relationship management, networking, and business development skills.
•Well-developed analytical and problem-solving skills with excellent communication for writing, speaking, and presentations.

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

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical skillsProblem-solvingWritten communicationPublic speakingPresentation skillsIndependent decision-making

Licenses:NMLS

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