PWM Private Wealth Advisor

U.S. Bancorp
United States
Full timeUSD 126,810 - 154,990Function: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Analytical and problem-solving","Independent decision-making","Communication"]

Build trusted relationships with high and ultra-high net worth clients, driving both retention and growth. Provide expert guidance across private wealth management, partnering with product specialists to deliver comprehensive financial advice and planning. Ensure fiduciary administration while meeting compliance requirements, including advisory responsibilities tied to Trust, Private Banking, and Investments.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

PWM Private Wealth Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build trusted relationships with high and ultra-high net worth clients, driving both retention and growth. Provide expert guidance across private wealth management, partnering with product specialists to deliver comprehensive financial advice and planning. Ensure fiduciary administration while meeting compliance requirements, including advisory responsibilities tied to Trust, Private Banking, and Investments.
Location: United States
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain a team of trust, banking, and investment professionals around high net worth clients and relationships.
  • •Drive retention and growth for assigned client relationships.
  • •Partner with Private Wealth Management product specialists to provide advice and expert counsel across private wealth management.
  • •Ensure fiduciary administration and adherence to compliance requirements.
  • •Provide comprehensive financial planning and guidance to clients across trust, private banking, and investments.

Pay and Benefits

Salary: USD 126,810 - 154,990
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •8+ years of experience interacting with high and ultra-high net worth clients.
  • •National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (including criminal background and credit check).
  • •Thorough knowledge of private wealth management banking, trust, and investment products and services.
  • •Strong relationship management and networking skills with the ability to support retention and growth of client relationships.
Experience:8+ years
Education:Bachelor's
Skills:Relationship managementNetworkingAnalytical and problem-solvingIndependent decision-makingCommunication
Licenses:NMLS registrationSAFE Act of 2008Regulation Z
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
Glassdoor: 3.8
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