U.S. Bancorp

6 days 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: 12 hours agoStatus: Live

Job Summary

Build and grow trusted relationships with high and ultra-high net worth clients by coordinating a team of banking and investment professionals. Drive retention and expansion of assigned client relationships, partnering with Private Wealth Management Product Specialists to deliver comprehensive guidance across trust, private banking, and investments. Ensure fiduciary administration and ongoing compliance, including required NMLS registration under SAFE Act and Regulation Z.

Location: Kansas City

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a team of trusted banking and investment professionals around high net worth clients and client relationships.
•Drive retention and growth of assigned client relationships.
•Partner with Private Wealth Management Product Specialists to provide expert counsel across trust, private banking, and investments.
•Ensure comprehensive financial advice and planning, including fiduciary administration and adherence to compliance requirements.
•Complete and maintain NMLS registration requirements, including required criminal background and credit checks.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually

Perks:Health InsuranceDentalVisionLife InsuranceRetirementPaid LeaveAdoption AssistancePaid Holidays

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Ability to complete and maintain NMLS registration under the SAFE Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
•Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
•Strong relationship management, networking, and business development skills for a holistic view of client needs.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalyticalProblem-solvingIndependent decision-makingCommunication

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

6 days 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: 12 hours agoStatus: Live

Job Summary

Location: Kansas City

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build a team of trusted banking and investment professionals around high net worth clients and client relationships.
•Drive retention and growth of assigned client relationships.
•Partner with Private Wealth Management Product Specialists to provide expert counsel across trust, private banking, and investments.
•Ensure comprehensive financial advice and planning, including fiduciary administration and adherence to compliance requirements.
•Complete and maintain NMLS registration requirements, including required criminal background and credit checks.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually

Perks:Health InsuranceDentalVisionLife InsuranceRetirementPaid LeaveAdoption AssistancePaid Holidays

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Ability to complete and maintain NMLS registration under the SAFE Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
•Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
•Strong relationship management, networking, and business development skills for a holistic view of client needs.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalyticalProblem-solvingIndependent decision-makingCommunication

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