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 and grow relationships with high and ultra-high net worth clients within U.S. Bank Private Wealth Management by identifying prospects, closing new business, and deepening existing relationships. Use expertise in investments, banking, wealth and estate planning, and trust services to deliver a team-based client experience. Collaborate with specialists and serve as a conduit to strategic partners in the region while meeting licensing and compliance requirements.

Location: Naples

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Frame, acquire, and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services.
•Lead a team-based service model to ensure delivery of the client experience.
•Drive growth by sourcing new client relationships internally and externally within PWM.
•Act as a U.S. Bank representative in the community and connect clients to strategic partners in the region.

Pay and Benefits

Salary: USD 143,905 - 169,300 annually

Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10 or more years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
•Excellent relationship management, networking, and business development skills.
•Ability to make critical decisions independently and maintain well-developed analytical and problem-solving skills.

Experience:10+ yearsHigh net worthUltra-high net worthWealth managementPrivate wealthInvestmentsTrust servicesEstate planning

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingProblem-solvingWritingSpeakingPresentationIndependent decision-makingCritical thinking

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: 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: Naples

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Frame, acquire, and retain relationships using knowledge of investments, banking, wealth and estate planning, and trust services.
•Lead a team-based service model to ensure delivery of the client experience.
•Drive growth by sourcing new client relationships internally and externally within PWM.
•Act as a U.S. Bank representative in the community and connect clients to strategic partners in the region.

Pay and Benefits

Salary: USD 143,905 - 169,300 annually

Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10 or more years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
•Excellent relationship management, networking, and business development skills.
•Ability to make critical decisions independently and maintain well-developed analytical and problem-solving skills.

Experience:10+ yearsHigh net worthUltra-high net worthWealth managementPrivate wealthInvestmentsTrust servicesEstate planning

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingProblem-solvingWritingSpeakingPresentationIndependent decision-makingCritical thinking

Licenses:NMLS 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