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 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: 3.8

Website LinkedIn Glassdoor

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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: 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

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