PWM Private Wealth Advisor

U.S. Bancorp
Naples
Workplace: HybridFull timeUSD 152,370 - 186,230 annuallyFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical thinking","Independent decision-making"]

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 using a team-based service model, supporting growth through internal and external sourcing and serving as a conduit to strategic partners in the region. Partner with specialists to deliver an exceptional private wealth client experience while meeting required regulatory registration expectations.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

PWM Private Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

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 using a team-based service model, supporting growth through internal and external sourcing and serving as a conduit to strategic partners in the region. Partner with specialists to deliver an exceptional private wealth client experience while meeting required regulatory registration expectations.
Location: Naples
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen private wealth client relationships.
  • •Provide holistic guidance on investments, banking, wealth and estate planning, trust services, and related financial objectives.
  • •Lead the team-based service model to ensure delivery of the client experience.
  • •Drive growth through internal and external sourcing of new client relationships within PWM.
  • •Act as a regional conduit to Private Wealth Management’s strategic partners.

Pay and Benefits

Salary: USD 152,370 - 186,230 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree (or equivalent work experience).
  • •10+ years of experience in high and ultra-high net worth client wealth management activities.
  • •Ability to manage client relationships through networking and business development.
  • •Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services.
  • •Preferred: professional designation such as CFA or CFP.
Experience:10+ yearsWealth managementPrivate wealth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingIndependent decision-making
Licenses:NMLS registrationSAFE Act (S.A.F.E. Act of 2008)Regulation Z
Certifications:CFACFPNMLS

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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Glassdoor: 3.8
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