U.S. Bank · 12 hours ago
PWM Private Wealth Advisor
Naples, FL
Full-time
Hybrid
Senior Level, Lead/Staff
$165K/yr - $200K/yr
10+ years expU.S. Bank is one of the country's most respected financial institutions, committed to helping customers and communities thrive. The Private Wealth Advisor is responsible for identifying, closing, and deepening client relationships while providing comprehensive advice on wealth and estate planning, investments, and banking services.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Identifying, closing, and deepening client relationships
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
Leading the team-based service model and ensuring the delivery of client experience
Responsible for growth through internal and external sourcing of new client relationships within PWM
Acting as a conduit for Private Wealth Management's strategic partners in the region
Qualification
Required
Bachelor's degree, or equivalent work experience
10 or more years of experience in high and ultra-high net worth client wealth management activities
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Preferred
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 clients' 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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey 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
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase