U.S. Bancorp

1 week ago

PWM Private Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Identify, close, and deepen relationships for high and ultra-high net worth clients within U.S. Bank Private Wealth Management. Advise clients on a holistic range of needs including investments, banking, credit, insurance, estate and trust planning, and fiduciary services. Drive growth through internal and external sales, partner engagement in the region, and supported by PWM specialists while maintaining required NMLS registration and compliance.

Location: Nashville

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships within Private Wealth Management.
•Advise clients holistically across investments, banking, credit, insurance, estate planning, and fiduciary services.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a community representative and conduit to Private Wealth Management’s strategic regional partners.
•Maintain NMLS registration requirements, including required background and credit checks.

Pay and Benefits

Salary: USD 126,820 - 149,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•Bachelor’s degree (or equivalent work experience).
•8+ years of experience interacting with high and ultra-high net worth clients.
•Established network with strong relationship management, networking, and business development skills.
•Ability to profile clients and formulate customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingCommunicationStrategic advisingProblem-solvingIndependent decision-making

Licenses:NMLS registration

Certifications:NMLS registrationCFPCFA

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

1 week ago

PWM Private Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Nashville

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships within Private Wealth Management.
•Advise clients holistically across investments, banking, credit, insurance, estate planning, and fiduciary services.
•Drive growth through internal and external sales and development of new client relationships.
•Serve as a community representative and conduit to Private Wealth Management’s strategic regional partners.
•Maintain NMLS registration requirements, including required background and credit checks.

Pay and Benefits

Salary: USD 126,820 - 149,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•Bachelor’s degree (or equivalent work experience).
•8+ years of experience interacting with high and ultra-high net worth clients.
•Established network with strong relationship management, networking, and business development skills.
•Ability to profile clients and formulate customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingCommunicationStrategic advisingProblem-solvingIndependent decision-making

Licenses:NMLS registration

Certifications:NMLS registrationCFPCFA

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