PWM Private Wealth Advisor jobs in United States
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U.S. Bank · 6 hours ago

PWM Private Wealth Advisor

positionCharlotte, NC
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$127K/yr - $149K/yr
date8+ years exp

U.S. Bank is dedicated to helping customers and businesses make smarter financial decisions. The Private Wealth Advisor is responsible for identifying, closing, and deepening client relationships by providing holistic advice on wealth and estate planning, investments, and banking services.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Identifying, closing, and deepening client relationships
Advising clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a conduit for Private Wealth Management's strategic partners in the region

Qualification

High Net Worth client interactionRelationship managementBusiness developmentStrategic partnershipsClient profilingCustomized strategiesCommunication skillsCFACFP designationProblem-solvingDecision making

Required

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Ability to pass a criminal background and credit check

Preferred

Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
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

Company

U.S. Bank

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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