PWM Private Wealth Advisor

U.S. Bancorp
Florida
Workplace: HybridFull timeUSD 152,370 - 186,230 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical problem-solving","Public speaking"]

Own retention and growth of medium-to-large high net worth client relationships, providing highly seasoned guidance across wealth management. Coordinate a client-centered team of Banking, Trust, and Investment professionals to meet and exceed client needs, handling complex wealth and relationship issues. Execute NMLS registration requirements and maintain compliance, while leveraging strong relationship management, business development, and analytical skills to support critical decision-making and advisory delivery.

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

Job Summary

Own retention and growth of medium-to-large high net worth client relationships, providing highly seasoned guidance across wealth management. Coordinate a client-centered team of Banking, Trust, and Investment professionals to meet and exceed client needs, handling complex wealth and relationship issues. Execute NMLS registration requirements and maintain compliance, while leveraging strong relationship management, business development, and analytical skills to support critical decision-making and advisory delivery.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive retention and growth of medium-to-large high net worth client relationships.
  • •Build a team of Banking, Trust, and Investment professionals around each client to meet and exceed needs.
  • •Provide expert counsel and advice across wealth management, including complex wealth and relationship management issues.
  • •Handle NMLS registration processes and maintain required eligibility, including background and credit checks.
  • •Use business development and analytical skills to identify client needs and support critical, independent decisions.

Pay and Benefits

Salary: USD 152,370 - 186,230 annually
Perks:Health InsuranceDentalVisionLife InsuranceRetirement401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •10+ years of experience in high and ultra-high net worth client wealth management.
  • •Must be able to complete and maintain NMLS registration under the S.A.F.E. Act of 2008 and comply with Regulation Z requirements, including background and credit checks.
  • •Excellent relationship management, networking, and business development skills.
  • •Demonstrated analytical/problem-solving skills and ability to make critical decisions independently.
Experience:10+ yearsWealth managementHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingPublic speaking
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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Glassdoor: 3.8
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