PWM Private Wealth Advisor

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 118,170 - 144,430Function: Banking, Lending & CreditExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Business development","Analytical thinking","Critical decision-making","Communication","Interpersonal skills","Problem-solving"]

Build and manage trusted relationships with high and ultra-high net worth clients, driving retention and growth. Provide expert, fiduciary-aligned counsel across Private Wealth Management offerings including trust, private banking, and investments, partnering with product specialists to deliver comprehensive financial planning. Ensure compliance with applicable requirements and maintain the necessary NMLS registration and associated background/credit standards. Hybrid role with regular in-office presence and flexibility for other days.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

PWM Private Wealth Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Build and manage trusted relationships with high and ultra-high net worth clients, driving retention and growth. Provide expert, fiduciary-aligned counsel across Private Wealth Management offerings including trust, private banking, and investments, partnering with product specialists to deliver comprehensive financial planning. Ensure compliance with applicable requirements and maintain the necessary NMLS registration and associated background/credit standards. Hybrid role with regular in-office presence and flexibility for other days.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build a team of trust and wealth management professionals around high net worth clients and client relationships.
  • •Retain and grow assigned client relationships.
  • •Partner with Private Wealth Management Product Specialists to deliver counseling and expert advice across trust, private banking, and investments.
  • •Ensure fiduciary administration and adherence to compliance requirements.
  • •Provide financial advice and planning for clients while meeting NMLS registration requirements.

Pay and Benefits

Salary: USD 118,170 - 144,430
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental LeaveAdoption AssistancePregnancy Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •8+ years of experience interacting with high and ultra-high net worth clients.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of required registration process (criminal background and credit check).
  • •Ability to provide expert advice and comprehensive financial planning with fiduciary administration and compliance adherence.
  • •Demonstrated ability to make critical decisions independently.
Experience:8+ yearsPrivate wealthHigh net worthUltra high net worth
Education:Bachelor's
Skills:Relationship managementNetworkingBusiness developmentAnalytical thinkingCritical decision-makingCommunicationInterpersonal skillsProblem-solving
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
Glassdoor: 3.8
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