PWM Private Wealth Advisor

U.S. Bancorp
Florida
Workplace: HybridFull timeUSD 132,030 - 161,370 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Communication","Problem-solving"]

Manage and grow Private Wealth Management relationships by identifying, closing, and deepening client connections. Advise High and Ultra High Net Worth clients holistically across investments, banking, credit, insurance, charitable giving, and fiduciary administration, with support from specialists. Drive growth through internal and external sales, develop new client relationships within PWM, and serve as a community representative and conduit to regional strategic partners. Must maintain NMLS registration under S.A.F.E. Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months 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: 24 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage and grow Private Wealth Management relationships by identifying, closing, and deepening client connections. Advise High and Ultra High Net Worth clients holistically across investments, banking, credit, insurance, charitable giving, and fiduciary administration, with support from specialists. Drive growth through internal and external sales, develop new client relationships within PWM, and serve as a community representative and conduit to regional strategic partners. Must maintain NMLS registration under S.A.F.E. Act and Regulation Z.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify, close, and deepen client relationships within Private Wealth Management.
  • •Grow client relationships through internal and external sales and business development.
  • •Use client circumstances and expertise in investments, banking, wealth/estate planning, and trust services to frame, acquire, and retain relationships.
  • •Partner with specialists to deliver holistic wealth and estate planning guidance across investments, credit, insurance, and fiduciary administration.
  • •Serve as a community representative and conduit for PWM’s strategic partners in the region, while maintaining required NMLS registration.

Pay and Benefits

Salary: USD 132,030 - 161,370 annually
Perks:Health InsuranceDentalVision401kParental Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Eight or more years of experience interacting with High and Ultra High Net Worth clients.
  • •Requires established network and 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+ yearsPrivate wealth managementWealth managementInvestment advisory
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
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