U.S. Bancorp

2 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: 27 minutes agoStatus: Live

Job Summary

Advise high and ultra-high net worth clients holistically across investments, banking, credit, insurance, estate and wealth planning, trust services, and fiduciary administration. Own the process of identifying, closing, and deepening client relationships through internal and external sales, supported by a specialist team. Act as a community representative and strategic partner conduit, while meeting NMLS registration requirements under the SAFE Act and Regulation Z.

Location: Boise

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
•Drive growth through internal and external sales and development of new client relationships.
•Coordinate with a team of specialists to apply expertise across client needs.
•Serve as a U.S. Bank representative in the community and act as a conduit for regional strategic partners.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Established network with strong relationship management, networking, and business development skills.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

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

2 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: 27 minutes agoStatus: Live

Job Summary

Location: Boise

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
•Drive growth through internal and external sales and development of new client relationships.
•Coordinate with a team of specialists to apply expertise across client needs.
•Serve as a U.S. Bank representative in the community and act as a conduit for regional strategic partners.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•Eight or more years of experience interacting with High and Ultra High Net Worth clients.
•Established network with strong relationship management, networking, and business development skills.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

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