U.S. Bank
Join to apply for the
PWM Private Wealth Advisor
role at
U.S. Bank .
At U.S. Bank, we’re on a journey to do our best by helping customers and businesses make better and smarter financial decisions while fostering communities that grow and succeed. A career with U.S. Bank offers a wide, ever‑growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills, and discover what you excel at—all from Day One.
Responsibilities
Responsible for retention and growth of medium to large high net worth client relationships.
Builds a team of Banking, Trust and Investment professionals that meets and exceeds client needs.
Provide counsel and expert advice in all areas of Wealth Management to complex wealth and relationship management issues.
Maintain National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
Basic Qualifications
Bachelor’s degree, or equivalent work experience.
10 or more years of experience in high and ultra‑high net worth client wealth management activities.
Preferred Skills/Experience
Excellent relationship management, networking and business development skills.
Extraordinary talent for driving business.
Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
Ability to partner with colleagues to identify and service unique client needs.
Well‑developed analytical and problem‑solving skills.
Excellent writing, speaking, and presentation skills.
Ability to make critical decisions independently.
Professional designation such as CFA or CFP is preferred.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short‑term and long‑term disability
Pregnancy disability and parental leave
401(k) and employer‑funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Salary range: $149,515.00 – $175,900.00.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories.
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PWM Private Wealth Advisor
role at
U.S. Bank .
At U.S. Bank, we’re on a journey to do our best by helping customers and businesses make better and smarter financial decisions while fostering communities that grow and succeed. A career with U.S. Bank offers a wide, ever‑growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills, and discover what you excel at—all from Day One.
Responsibilities
Responsible for retention and growth of medium to large high net worth client relationships.
Builds a team of Banking, Trust and Investment professionals that meets and exceeds client needs.
Provide counsel and expert advice in all areas of Wealth Management to complex wealth and relationship management issues.
Maintain National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
Basic Qualifications
Bachelor’s degree, or equivalent work experience.
10 or more years of experience in high and ultra‑high net worth client wealth management activities.
Preferred Skills/Experience
Excellent relationship management, networking and business development skills.
Extraordinary talent for driving business.
Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
Ability to partner with colleagues to identify and service unique client needs.
Well‑developed analytical and problem‑solving skills.
Excellent writing, speaking, and presentation skills.
Ability to make critical decisions independently.
Professional designation such as CFA or CFP is preferred.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short‑term and long‑term disability
Pregnancy disability and parental leave
401(k) and employer‑funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Salary range: $149,515.00 – $175,900.00.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories.
#J-18808-Ljbffr