PWM Private Wealth Advisor

U.S. Bancorp
Charlotte
Workplace: OnsiteFull timeUSD 134,280 - 164,120 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Strategic advising"]

Build and deepen relationships with High and Ultra High Net Worth clients by using expertise in investments, banking, wealth and estate planning, trust services, and charitable giving. Drive growth through internal and external sales, identifying and closing new client relationships within U.S. Bank Private Wealth Management. Partner with specialists and strategic partners in the region while meeting NMLS registration requirements and maintaining compliant licensing status.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

PWM Private Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Build and deepen relationships with High and Ultra High Net Worth clients by using expertise in investments, banking, wealth and estate planning, trust services, and charitable giving. Drive growth through internal and external sales, identifying and closing new client relationships within U.S. Bank Private Wealth Management. Partner with specialists and strategic partners in the region while meeting NMLS registration requirements and maintaining compliant licensing status.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen Private Wealth Management client relationships.
  • •Use expertise across investments, banking, credit, insurance, wealth and estate planning, and trust services to acquire and retain clients.
  • •Drive growth through internal and external sales and development of new client relationships within PWM.
  • •Work with a team of specialists to organize and prioritize their support for client strategies.
  • •Act as a conduit to PWM’s strategic partners in the region as a U.S. Bank representative.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •8+ years of experience interacting with High and Ultra High Net Worth clients.
  • •Established network and strong relationship management, networking, and business development skills.
  • •Ability to profile clients and formulate customized strategies to address their needs.
  • •Professional designation such as CFA or CFP is preferred.
Experience:8+ years
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advising
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
Glassdoor: 3.8
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