U.S. Bank · 3 days ago
Wealth Management- Philanthropic Advisor 2
Los Angeles, CA
Full-time
Onsite
Mid Level
$139K/yr - $164K/yrU.S. Bank is dedicated to helping customers and businesses make smarter financial decisions while supporting community growth. The Philanthropic Advisor 2 role involves serving high net worth clients by addressing their philanthropic, wealth, and estate planning needs, while also developing and expanding wealth management relationships.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region
Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning and wealth transfer needs
Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities
Must have an established professional network in the local and/or regional market
This role has potentially substantial travel requirements, due to providing services within a defined geographic territory
Qualification
Preferred
Broad knowledge of the philanthropic, fiduciary, tax and estate planning disciplines
Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million
Well-developed communication skills
Strong analytical and problem-solving skills
Deep tact, diplomacy and people skills
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.
Founded in 1968
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
Daniel Crozier
Senior Vice President Operations
Recent News
2025-12-24
2025-12-17
Company data provided by crunchbase