U.S. Bancorp

3 days ago

Private Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 56 minutes agoStatus: Live

Job Summary

Manage and grow medium-to-large high-net-worth client relationships by building teams across Banking, Trust, and Investment professionals. Provide expert counsel on complex wealth and relationship management topics, handling retention, growth, and ongoing client needs. Meet basic qualification requirements including NMLS registration under the SAFE Act and Regulation Z, with the ability to drive business development and make critical decisions independently.

Location: Seattle, Bellevue

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Drive retention and growth for medium-to-large high-net-worth client relationships.
•Build and coordinate a team of Banking, Trust, and Investment professionals around client needs.
•Handle complex wealth and relationship management issues with expert counsel.
•Provide advice across wealth management areas to meet and exceed client needs.
•Independently make critical decisions and support unique client servicing needs.

Pay and Benefits

Salary: USD 140,040 - 171,160 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•8+ years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the SAFE Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
•Strong relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingProblem-solving

Licenses:NMLS

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

3 days ago

Private Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 56 minutes agoStatus: Live

Job Summary

Location: Seattle, Bellevue

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Drive retention and growth for medium-to-large high-net-worth client relationships.
•Build and coordinate a team of Banking, Trust, and Investment professionals around client needs.
•Handle complex wealth and relationship management issues with expert counsel.
•Provide advice across wealth management areas to meet and exceed client needs.
•Independently make critical decisions and support unique client servicing needs.

Pay and Benefits

Salary: USD 140,040 - 171,160 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•8+ years of experience in high and ultra-high net worth client wealth management activities.
•NMLS registration under the SAFE Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
•Strong relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingProblem-solving

Licenses:NMLS

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