PWM Private Wealth Advisor

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 118,170 - 144,430 annuallyFunction: Capital Markets, Trading & QuantExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Networking","Analytical thinking","Problem-solving","Critical decision-making","Communication"]

Build trusted relationships with high and ultra-high net worth clients by leading retention and growth of assigned accounts. Partner with Private Wealth Management product specialists to deliver comprehensive wealth counsel across trust, private banking, and investments, while handling fiduciary administration and compliance requirements. Register and maintain required NMLS credentials, and independently make critical decisions supported by strong analytical, communication, and relationship-management skills.

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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 trusted relationships with high and ultra-high net worth clients by leading retention and growth of assigned accounts. Partner with Private Wealth Management product specialists to deliver comprehensive wealth counsel across trust, private banking, and investments, while handling fiduciary administration and compliance requirements. Register and maintain required NMLS credentials, and independently make critical decisions supported by strong analytical, communication, and relationship-management skills.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Build a team of trust, banking and investment professionals around high net worth clients and client relationships.
  • •Drive retention and growth for assigned client relationships.
  • •Partner with Private Wealth Management product specialists to provide counsel and expert advice across Trust, Private Banking, and Investments.
  • •Provide comprehensive financial advice and planning for clients.
  • •Ensure fiduciary administration and adherence to compliance requirements.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Eight or more years of experience interacting with High and Ultra High Net Worth clients.
  • •Ability to complete and maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z.
  • •Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
  • •Strong relationship management and business development skills with a holistic view of the client.
Experience:8+ years
Education:Bachelor's
Skills:Relationship managementNetworkingAnalytical thinkingProblem-solvingCritical decision-makingCommunication
Licenses:NMLS
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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