PWM Private Wealth Advisor

U.S. Bancorp
Boise
Workplace: OnsiteFull timeUSD 132,030 - 161,370 annuallyFunction: Banking, Lending & CreditExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Problem-solving"]

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.

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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: 24 days 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
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Glassdoor: 3.8
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