PWM Private Wealth Advisor jobs in United States
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U.S. Bank · 5 days ago

PWM Private Wealth Advisor

positionLas Vegas, NV
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$112K/yr - $131K/yr
date8+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team around high net worth clients, ensuring comprehensive financial advice and planning while maintaining compliance requirements.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Building a team of trust, banking and investment professionals around high net worth clients or client relationships
Responsible for retention and growth of assigned client relationships
Partnering with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments)
Ensuring comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements

Qualification

High Net Worth client interactionU.S. Bancorp products knowledgeRelationship managementAnalytical skillsCFACFP designationProblem-solving skillsNetworking skillsBusiness development skillsPresentation skillsCommunication skills

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 partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, interpersonal, verbal and written communication skills

Preferred

Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Strong relationship management, networking and business development skills and a holistic view of the client
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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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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