PWM Private Wealth Advisor

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 134,280 - 164,120Function: SalesExperience: 8+ yearsEducation: high_schoolSkills: ["Relationship management","Networking","Business development","Communication","Strategic advising"]

Advise High and Ultra High Net Worth clients holistically across investments, banking, credit, insurance, estate planning, trusts, and fiduciary administration. Identify, close, and deepen client relationships by framing strategies based on client circumstances, driving internal/external sales, and partnering with specialists and strategic regional partners. Bring an entrepreneurial mindset to independent decision-making and long-term growth within Private Wealth Management.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

PWM Private Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Advise High and Ultra High Net Worth clients holistically across investments, banking, credit, insurance, estate planning, trusts, and fiduciary administration. Identify, close, and deepen client relationships by framing strategies based on client circumstances, driving internal/external sales, and partnering with specialists and strategic regional partners. Bring an entrepreneurial mindset to independent decision-making and long-term growth within Private Wealth Management.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen client relationships within Private Wealth Management
  • •Drive growth through internal and external sales and development of new client relationships
  • •Advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration
  • •Profile clients and formulate customized strategies to address their financial objectives
  • •Partner with specialists and act as a conduit to connect strategic partners in the region

Pay and Benefits

Salary: USD 134,280 - 164,120
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption AssistanceSaf ERemote Work

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 client needs
  • •Professional designation such as CFA or CFP (preferred)
Experience:8+ years
Education:High School
Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advising
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
Glassdoor
Glassdoor: 3.8
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