PWM Private Wealth Advisor

U.S. Bancorp
Irvine, California
Workplace: HybridFull timeUSD 169,380 - 207,020Function: Banking, Lending & CreditExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical problem-solving","Communication and presentation","Independent decision-making"]

Own retention and growth of medium-to-large high-net-worth client relationships by building a strong network of Banking, Trust, and Investment professionals. Serve as a highly seasoned wealth-management expert, advising clients on complex needs and providing counsel across wealth management. The role requires NMLS registration under the SAFE Act and Regulation Z, including a background and credit check, with offer contingent on maintaining requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

PWM Private Wealth Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own retention and growth of medium-to-large high-net-worth client relationships by building a strong network of Banking, Trust, and Investment professionals. Serve as a highly seasoned wealth-management expert, advising clients on complex needs and providing counsel across wealth management. The role requires NMLS registration under the SAFE Act and Regulation Z, including a background and credit check, with offer contingent on maintaining requirements.
Location: Irvine, California
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Retain and grow medium-to-large high-net-worth client relationships
  • •Build a team of Banking, Trust, and Investment professionals around clients to meet/exceed needs
  • •Provide expert counsel and advice in all areas of wealth management
  • •Handle complex wealth and relationship management issues independently
  • •Use in-depth knowledge of U.S. Bancorp Banking, Trust, and Investment products to service clients’ unique needs

Pay and Benefits

Salary: USD 169,380 - 207,020
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityParental LeavePaid LeaveAdoption Assistance

Key Requirements

  • •Bachelor’s degree, or equivalent work experience
  • •10+ years of experience in high and ultra-high net worth client wealth management
  • •National Mortgage Licensing System (NMLS) registration under the SAFE Act of 2008 and Regulation Z; subject to required registration process
  • •Ability to meet and maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record
  • •Professional designation such as CFA or CFP (preferred)
Experience:10+ yearsHigh net worthUltra-high net worthWealth managementPrivate wealth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingCommunication and presentationIndependent decision-making
Licenses:NMLS
Certifications:CFACFPNMLS registration

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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