U.S. Bancorp

6 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: 12 hours agoStatus: Live

Job Summary

Advise high and ultra-high net worth clients holistically on investments, banking, credit, insurance, estate planning, charitable giving, and trust services. Identify, close, and deepen client relationships, driving growth through internal and external sales and development of new client opportunities. Partner with regional strategic partners and coordinate with specialists to profile clients and formulate customized strategies while representing Private Wealth Management in the community.

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.
•Drive growth through internal and external sales and development of new client relationships within PWM.
•Advise clients holistically across wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
•Act as a community representative and conduit for PWM strategic partners in the region.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

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 an established network and strong relationship management, networking, and business development skills.
•Experience profiling clients and formulating customized strategies to address their needs.
•Strong communication skills, including the ability to simplify complex concepts for varied audiences.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advisory

Licenses:NMLSSAFE ActRegulation Z

Certifications:CFACFPNMLS

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

6 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: 12 hours agoStatus: Live

Job Summary

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Identify, close, and deepen client relationships for Private Wealth Management.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and retain relationships.
•Drive growth through internal and external sales and development of new client relationships within PWM.
•Advise clients holistically across wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
•Act as a community representative and conduit for PWM strategic partners in the region.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

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 an established network and strong relationship management, networking, and business development skills.
•Experience profiling clients and formulating customized strategies to address their needs.
•Strong communication skills, including the ability to simplify complex concepts for varied audiences.

Experience:8+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advisory

Licenses:NMLSSAFE ActRegulation Z

Certifications:CFACFPNMLS

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