PWM Private Wealth Advisor

U.S. Bancorp
Atlanta
Workplace: HybridFull timeUSD 152,370 - 186,230 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical problem-solving","Independent decision-making","Writing","Speaking","Presentation"]

Own and grow medium-to-large high net worth client relationships by providing expert wealth management counsel. Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs. Lead retention efforts while addressing complex wealth and relationship management challenges through strong advisory, analytical decision-making, and clear client communication. Hybrid schedule with in-office expectations of 3+ days per week.

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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

Own and grow medium-to-large high net worth client relationships by providing expert wealth management counsel. Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs. Lead retention efforts while addressing complex wealth and relationship management challenges through strong advisory, analytical decision-making, and clear client communication. Hybrid schedule with in-office expectations of 3+ days per week.
Location: Atlanta
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive retention and growth of medium-to-large high net worth client relationships.
  • •Coordinate and build a team of Banking, Trust, and Investment professionals around each client.
  • •Provide counsel and expert advice across wealth management areas.
  • •Handle complex wealth and relationship management issues independently.
  • •Meet NMLS registration requirements and complete the required registration process, including background and credit checks.

Pay and Benefits

Salary: USD 152,370 - 186,230 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption 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.
  • •Excellent relationship management, networking, and business development skills.
  • •Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
  • •Professional designation such as CFA or CFP is preferred.
Experience:10+ yearsWealth managementHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingIndependent decision-makingWritingSpeakingPresentation
Licenses:NMLS registrationRegulation ZSAFE Act
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
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Glassdoor: 3.8
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