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: 12 hours agoStatus: Live

Job Summary

Identify, close, and deepen relationships for high and ultra-high net worth clients through a holistic approach to wealth and estate planning, investments, banking, credit, insurance, and trust services. Drive growth by pursuing internal and external sales opportunities and developing new PWM client relationships with support from specialists. Serve as a community representative and partner conduit while meeting NMLS and Regulation Z registration requirements.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen private wealth client relationships.
•Advise clients using knowledge of investments, banking, wealth and estate planning, and trust services.
•Grow client relationships through internal and external sales and business development.
•Collaborate with and direct specialists to organize and prioritize client-related work.
•Act as a community representative and conduit for Private Wealth Management’s strategic partners in the region.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirementParental LeaveDisabilityHoliday

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.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ yearsHigh net worthUltra high net worthWealth management

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

Licenses:NMLS registration

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

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: 12 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen private wealth client relationships.
•Advise clients using knowledge of investments, banking, wealth and estate planning, and trust services.
•Grow client relationships through internal and external sales and business development.
•Collaborate with and direct specialists to organize and prioritize client-related work.
•Act as a community representative and conduit for Private Wealth Management’s strategic partners in the region.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirementParental LeaveDisabilityHoliday

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.
•Experience profiling clients and formulating customized strategies to address their needs.
•Professional designation such as CFA or CFP is preferred.

Experience:8+ yearsHigh net worthUltra high net worthWealth management

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationProblem-solving

Licenses:NMLS registration

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