PWM Private Wealth Advisor

U.S. Bancorp
Nashville
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"]

Manage 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, including retention and business growth. Handle complex wealth and relationship management issues while ensuring compliance with NMLS registration requirements under the SAFE Act and Regulation Z, including background and credit checks.

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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

Manage 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, including retention and business growth. Handle complex wealth and relationship management issues while ensuring compliance with NMLS registration requirements under the SAFE Act and Regulation Z, including background and credit checks.
Location: Nashville
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.
  • •Build and coordinate a team of Banking, Trust, and Investment professionals around clients to meet and exceed client needs.
  • •Provide counsel and expert advice across all areas of Wealth Management for complex issues.
  • •Ensure compliance with NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including background and credit check requirements.
  • •Independently make critical decisions related to complex wealth and relationship management matters.

Pay and Benefits

Salary: USD 152,370 - 186,230 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor’s degree.
  • •10 or more years of experience in high and ultra-high net worth client wealth management activities.
  • •Professional designation such as CFA or CFP is preferred.
  • •Excellent relationship management, networking, and business development skills.
  • •Ability to make critical decisions independently and demonstrate strong analytical and problem-solving skills.
Experience:10+ years
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingIndependent decision-makingWritingSpeakingPresentation
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
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Glassdoor: 3.8
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