PWM Private Wealth Advisor

U.S. Bancorp
New York
Workplace: HybridFull timeUSD 157,230 - 192,170Function: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Problem-solving"]

Advise High and Ultra High Net Worth clients on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Build and deepen client relationships by identifying prospects, closing deals, and growing through internal and external sales. Coordinate with specialists across wealth disciplines and serve as a community conduit for Private Wealth Management’s strategic partners while meeting NMLS registration requirements.

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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

Advise High and Ultra High Net Worth clients on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Build and deepen client relationships by identifying prospects, closing deals, and growing through internal and external sales. Coordinate with specialists across wealth disciplines and serve as a community conduit for Private Wealth Management’s strategic partners while meeting NMLS registration requirements.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen Private Wealth Management client relationships using knowledge of investments, banking, wealth and estate planning, and trust services
  • •Advise clients holistically across wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration
  • •Drive relationship growth through internal and external sales and development of new client relationships
  • •Collaborate with specialists to provide deeper expertise across wealth discipline areas
  • •Complete/maintain NMLS registration requirements, including undergoing required background and credit checks

Pay and Benefits

Salary: USD 157,230 - 192,170
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree
  • •8+ 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 client needs
  • •Professional designation such as CFA or CFP is preferred
Experience:8+ years
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving
Licenses:NMLS
Certifications:NMLS registrationCFACFP

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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