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

Reposted: first listed 5 days ago

Job Summary

Identify, close, and deepen relationships for Private Wealth Management clients by using expertise across investments, banking, wealth and estate planning, and trust services. Drive growth through internal and external sales, develop new client relationships, and serve as a regional conduit between strategic partners and the community. Lead client profiling and customized strategy development for High and Ultra High Net Worth clients supported by specialist teams.

Location: Houston, Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Frame, acquire, and retain relationships using knowledge of investments, banking, wealth/estate planning, and trust services.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a U.S. Bank representative in the community and a conduit for strategic partners in the region.
•Work with a team of specialists to organize and prioritize support across areas of expertise.

Pay and Benefits

Salary: USD 141,210 - 172,590 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife Insurance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Requires an established network with strong relationship management, networking, and business development skills.
•Demonstrated success in client segments/verticals with developed strategic partnerships.
•Ability to profile clients and formulate customized strategies, with strong communication to simplify complex concepts.

Experience:8+ yearsWealth managementFinancial servicesPrivate banking

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentStrategic advisingCommunication

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

Reposted: first listed 5 days ago

Job Summary

Location: Houston, Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Frame, acquire, and retain relationships using knowledge of investments, banking, wealth/estate planning, and trust services.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a U.S. Bank representative in the community and a conduit for strategic partners in the region.
•Work with a team of specialists to organize and prioritize support across areas of expertise.

Pay and Benefits

Salary: USD 141,210 - 172,590 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveAdoption AssistanceLife Insurance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Requires an established network with strong relationship management, networking, and business development skills.
•Demonstrated success in client segments/verticals with developed strategic partnerships.
•Ability to profile clients and formulate customized strategies, with strong communication to simplify complex concepts.

Experience:8+ yearsWealth managementFinancial servicesPrivate banking

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentStrategic advisingCommunication

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