PWM Private Wealth Advisor

U.S. Bancorp
Atlanta
Workplace: OnsiteFull timeUSD 134,280 - 164,120 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Strategic advisory"]

Advise high and ultra-high net worth clients on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Identify, close, and deepen client relationships through internal and external sales, leveraging a specialist team for expertise. Serve as a community representative and partner conduit, while building customized strategies based on client circumstances. Requires NMLS registration and involves background and credit checks.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month 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: 17 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Advise high and ultra-high net worth clients on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Identify, close, and deepen client relationships through internal and external sales, leveraging a specialist team for expertise. Serve as a community representative and partner conduit, while building customized strategies based on client circumstances. Requires NMLS registration and involves background and credit checks.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen private wealth management client relationships.
  • •Grow client relationships through internal and external sales and development of new clients within PWM.
  • •Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.
  • •Partner with specialists to apply domain expertise supporting client strategies and planning.
  • •Act as a community representative and conduit for PWM strategic partners in the region.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually
Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption 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 and strong relationship management, networking, and business development skills.
  • •Experience profiling clients and formulating customized strategies to address their needs.
  • •Preferred: professional designation such as CFA or CFP.
Experience:8+ years
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advisory
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
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