U.S. Bancorp

3 days 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: 57 minutes agoStatus: Live

Job Summary

Own the retention and growth of medium-to-large high-net-worth client relationships, serving as a trusted wealth management expert. Build and coordinate a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs. Advise clients on complex wealth and relationship management issues, driving business through strong relationship management, networking, analytical problem-solving, and independent decision-making.

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium-to-large high net worth client relationships.
•Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs.
•Handle complex wealth and relationship management issues and provide counsel and expert advice across wealth management.
•Ensure compliance with NMLS registration requirements, including maintaining a satisfactory criminal and credit record.
•Independently make critical decisions and support client service through strong business development and partnership with colleagues.

Pay and Benefits

Salary: USD 158,310 - 193,490 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•10+ years of experience in high and ultra-high-net-worth client wealth management activities.
•Must complete and maintain required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (subject to criminal background and credit checks).
•Excellent relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingIndependent decision-makingWritingPresentation

Licenses:NMLS registrationS.A.F.E. Act (NMLS)Regulation 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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days 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: 57 minutes agoStatus: Live

Job Summary

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium-to-large high net worth client relationships.
•Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs.
•Handle complex wealth and relationship management issues and provide counsel and expert advice across wealth management.
•Ensure compliance with NMLS registration requirements, including maintaining a satisfactory criminal and credit record.
•Independently make critical decisions and support client service through strong business development and partnership with colleagues.

Pay and Benefits

Salary: USD 158,310 - 193,490 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor’s degree, or equivalent work experience.
•10+ years of experience in high and ultra-high-net-worth client wealth management activities.
•Must complete and maintain required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (subject to criminal background and credit checks).
•Excellent relationship management, networking, and business development skills.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingIndependent decision-makingWritingPresentation

Licenses:NMLS registrationS.A.F.E. Act (NMLS)Regulation Z

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