U.S. Bancorp

1 day 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

Drive retention and growth of medium-to-large high net worth client relationships by providing expert counsel across wealth management needs. Build and support a team of banking, trust, and investment professionals around each client, handling complex relationship issues with strong analytical judgment. Ensure compliance with NMLS registration requirements under the SAFE Act and Regulation Z, including background and credit checks. Leverage deep knowledge of U.S. Bancorp banking, trust, and investment products to deliver exceptional client outcomes.

Location: Irvine

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Retain and grow medium-to-large high net worth client relationships.
•Build a team of banking, trust, and investment professionals around clients to meet and exceed needs.
•Provide counsel and expert advice in all areas of wealth management, including complex relationship issues.
•Drive business growth through strong relationship management, networking, and business development.
•Maintain required NMLS registration compliance, including required background and credit checks.

Pay and Benefits

Salary: USD 155,000 - 225,000 annually

Perks:Health InsuranceLife Insurance401kPaid LeaveParental Leave

Key Requirements

•Bachelor's degree or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•Capable of handling complex wealth and relationship management issues and providing expert advice across wealth management.
•Ability to meet and maintain NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including required criminal background and credit checks.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ yearsWealth managementHigh net worthUltra-high net worthFinancial services

Education:Bachelor's

Skills:Relationship managementBusiness developmentAnalytical problem-solvingIndependent decision-makingCommunication

Licenses:NMLS registration

Certifications:NMLS registrationCFACFP

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 day 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: Irvine

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Retain and grow medium-to-large high net worth client relationships.
•Build a team of banking, trust, and investment professionals around clients to meet and exceed needs.
•Provide counsel and expert advice in all areas of wealth management, including complex relationship issues.
•Drive business growth through strong relationship management, networking, and business development.
•Maintain required NMLS registration compliance, including required background and credit checks.

Pay and Benefits

Salary: USD 155,000 - 225,000 annually

Perks:Health InsuranceLife Insurance401kPaid LeaveParental Leave

Key Requirements

•Bachelor's degree or equivalent work experience.
•10+ years of experience in high and ultra-high net worth client wealth management activities.
•Capable of handling complex wealth and relationship management issues and providing expert advice across wealth management.
•Ability to meet and maintain NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including required criminal background and credit checks.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ yearsWealth managementHigh net worthUltra-high net worthFinancial services

Education:Bachelor's

Skills:Relationship managementBusiness developmentAnalytical problem-solvingIndependent decision-makingCommunication

Licenses:NMLS registration

Certifications:NMLS registrationCFACFP

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