U.S. Bancorp

1 week 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

Manage and grow medium-to-large high net worth client relationships by providing expert wealth management counsel across banking, trust, and investment needs. Build a client-focused team of banking, trust, and investment professionals and handle complex relationship and wealth management issues. This role requires NMLS registration under the SAFE Act of 2008 and Regulation Z, including background and credit screening, with compliance ongoing.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium-to-large high net worth client relationships.
•Build a client team across banking, trust, and investment professionals to meet and exceed client needs.
•Provide counsel and expert advice in all areas of wealth management.
•Handle complex wealth and relationship management issues independently.
•Complete and maintain required NMLS registration, including background and credit check requirements.

Pay and Benefits

Salary: USD 165,000 - 200,000 annually

Perks:Health InsuranceDentalVision401kLife InsurancePaid 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.
•Ability to build and maintain strong client relationships, including networking and business development.
•Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingCommunication

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week 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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Drive retention and growth of medium-to-large high net worth client relationships.
•Build a client team across banking, trust, and investment professionals to meet and exceed client needs.
•Provide counsel and expert advice in all areas of wealth management.
•Handle complex wealth and relationship management issues independently.
•Complete and maintain required NMLS registration, including background and credit check requirements.

Pay and Benefits

Salary: USD 165,000 - 200,000 annually

Perks:Health InsuranceDentalVision401kLife InsurancePaid 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.
•Ability to build and maintain strong client relationships, including networking and business development.
•Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services.
•Professional designation such as CFA or CFP is preferred.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementNetworkingBusiness developmentAnalytical problem-solvingCommunication

Licenses:NMLS registration

Certifications:CFACFP

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