U.S. Bancorp

1 month 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: 2 hours agoStatus: Live

Job Summary

Build, grow, and deepen relationships with High and Ultra High Net Worth clients by identifying opportunities, closing new business, and expanding existing portfolios. Leverage expertise across investments, banking, credit, insurance, charitable giving, and fiduciary/estate planning to develop customized strategies. Work with a team of specialists to deliver holistic advice and serve as a community conduit for PWM’s strategic partners.

Location: Columbus

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 the client base through internal and external sales and development of new relationships.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and acquire clients.
•Collaborate with a team of specialists to organize and prioritize work supporting client needs.
•Act as a community conduit for PWM’s strategic partners in the region.

Pay and Benefits

Salary: USD 126,820 - 149,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental Leave

Key Requirements

•Bachelor's degree, or equivalent work experience.
•8+ years of experience interacting with High and Ultra High Net Worth clients.
•Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including passing required criminal background and credit checks).
•Established network with strong relationship management, networking, and business development skills.
•Ability to communicate clearly and simplify complex concepts; act independently as a strategic advisor and business owner.

Experience:8+ yearsWealth managementPrivate bankingInvestmentsEstate planningFiduciary servicesHigh net worth clients

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advisoryProblem-solving

Licenses:NMLS

Certifications:CFACFP

Tech Stack:NMLSS.A.F.E. Act of 2008Regulation ZFINRA

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

1 month 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: 2 hours agoStatus: Live

Job Summary

Location: Columbus

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 the client base through internal and external sales and development of new relationships.
•Use knowledge of investments, banking, wealth and estate planning, and trust services to frame and acquire clients.
•Collaborate with a team of specialists to organize and prioritize work supporting client needs.
•Act as a community conduit for PWM’s strategic partners in the region.

Pay and Benefits

Salary: USD 126,820 - 149,200 annually

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental Leave

Key Requirements

•Bachelor's degree, or equivalent work experience.
•8+ years of experience interacting with High and Ultra High Net Worth clients.
•Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including passing required criminal background and credit checks).
•Established network with strong relationship management, networking, and business development skills.
•Ability to communicate clearly and simplify complex concepts; act independently as a strategic advisor and business owner.

Experience:8+ yearsWealth managementPrivate bankingInvestmentsEstate planningFiduciary servicesHigh net worth clients

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentCommunicationStrategic advisoryProblem-solving

Licenses:NMLS

Certifications:CFACFP

Tech Stack:NMLSS.A.F.E. Act of 2008Regulation ZFINRA

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