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

Advise high and ultra-high net worth clients on wealth and estate planning, investments, banking and credit, insurance, charitable giving, and fiduciary administration. Drive growth by identifying, closing, and deepening client relationships through internal and external sales and relationship development. Collaborate with specialists, simplify complex concepts for clients, and act as a community conduit connecting Private Wealth Management’s strategic partners in the region.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Advise clients holistically across investments, wealth and estate planning, banking and credit, insurance, charitable giving, and fiduciary administration.
•Drive growth through internal and external sales and the development of new client relationships within PWM.
•Use client circumstances and a broad knowledge of relevant services to frame, acquire, and retain relationships.
•Partner with specialist teams and act as a conduit to strategic partners in the region.

Pay and Benefits

Salary: USD 140,000 - 175,000 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveDisability InsuranceAdoption Assistance

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.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ yearsHigh net worthWealth management

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advising

Licenses:NMLS registrationSAFE Act 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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Advise clients holistically across investments, wealth and estate planning, banking and credit, insurance, charitable giving, and fiduciary administration.
•Drive growth through internal and external sales and the development of new client relationships within PWM.
•Use client circumstances and a broad knowledge of relevant services to frame, acquire, and retain relationships.
•Partner with specialist teams and act as a conduit to strategic partners in the region.

Pay and Benefits

Salary: USD 140,000 - 175,000 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveDisability InsuranceAdoption Assistance

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.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ yearsHigh net worthWealth management

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advising

Licenses:NMLS registrationSAFE Act 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