PWM Private Wealth Advisor

U.S. Bancorp
Florida
Workplace: HybridFull timeUSD 132,030 - 161,370 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Problem-solving"]

Advise high and ultra-high net worth clients holistically across wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Identify, close, and deepen client relationships through internal and external sales, partnering with specialists and serving as a community conduit for regional PWM partners. Maintain NMLS registration and meet background/credit requirements while providing customized strategies and communicating complex concepts clearly.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months 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: 23 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Advise high and ultra-high net worth clients holistically across wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Identify, close, and deepen client relationships through internal and external sales, partnering with specialists and serving as a community conduit for regional PWM partners. Maintain NMLS registration and meet background/credit requirements while providing customized strategies and communicating complex concepts clearly.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen client relationships within PWM.
  • •Grow the business through internal and external sales of new client relationships.
  • •Use client circumstances and knowledge of investments, banking, wealth/estate planning, and trust services to frame and retain relationships.
  • •Collaborate with a team of specialists to organize and prioritize support for client needs.
  • •Serve as a U.S. Bank representative in the community and a conduit for PWM strategic partners in the region.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveParental 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.
  • •Experience profiling clients and formulating customized strategies to address their needs.
  • •Professional designation such as CFA or CFP is preferred.
Experience:8+ yearsHigh-net-worth clients
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving
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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