Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

PWM Private Wealth Advisor

$170.26k - $200.3k

U.S. Bank

PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: New York, NYtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: June 30, 2026 (30+ days left to apply)job requisition id: 2026-0010939At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you 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.## **Job Description**Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.**Basic Qualifications** - Bachelor's degree - 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 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**Location**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:* 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 lawReview our full benefits available by employment status .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.**E-Verify**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. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.**Posting may be closed earlier due to high volume of applicants.**At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the PWM Private Wealth Advisor in New York, NY vacancy
  • $140k - $175k

     ...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary... 
    Private
    Temporary work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bancorp

    New York, NY
    4 days ago
  •  ...Private Wealth Management (PWM) Private Banking Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and... 
    Private
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bancorp

    New York, NY
    8 days ago
  • $175k - $250k

     ...What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference... 
    Private
    Flexible hours

    AllianceBernstein Holding L.P.

    New York, NY
    5 days ago
  • A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to meet their financial needs. Candidates... 
    Private

    JPMorgan Chase

    New York, NY
    2 days ago
  • A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have a strong background in client acquisition and relationship management, with at least 2 years... 
    Private

    JPMorgan Chase

    New York, NY
    3 days ago
  • A leading financial services organization seeks a Private Client Advisor in New York. This role focuses on providing personalized financial planning and investment solutions to clients, from beginners to high-net-worth individuals. The ideal candidate will have strong... 
    Private

    JPMorgan Chase

    New York, NY
    1 day ago
  • Mcknights is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. You will build client relationships, manage business opportunities, and educate clients about financial technology. Successful candidates will have at least... 
    Private

    Mcknights

    New York, NY
    5 days ago
  • A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment advice. The role involves building client relationships and delivering tailored solutions. Candidates should have at least 2 years of... 
    Private

    J.P. Morgan

    New York, NY
    2 days ago
  • A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The...  ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of... 
    Private

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in New York, NY, to provide comprehensive financial planning and advice. You will help clients navigate their financial needs and deliver exceptional service while building lasting relationships. The ideal candidate... 
    Private

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • A leading financial services firm in Brooklyn is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, with a strong emphasis on client acquisition... 
    Private

    JPMorgan Chase

    Brooklyn, NY
    3 days ago
  • A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills... 
    Private
    Full time

    Valley Bank

    New York, NY
    3 days ago
  • Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal... 
    Private

    Bank of America

    New York, NY
    5 days ago
  • $350k

     ...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to...  ...degree with 7+ years' experience in the wealth management industry as either a Financial... 
    Private

    Avior Executive Search, Inc

    New York, NY
    4 days ago
  •  ...periodically reviewing their financial needs. Build, promote and maintain adequate pipeline of opportunities across all elements of the US Wealth product set, including, but not limited to, bank products, advisory opportunities, brokerage and planning/ life insurance.... 
    Private

    Valley National Bancorp

    New York, NY
    5 days ago
  •  ...Wealth Advisor, Ultra High Net Worth Hybrid - New York, NY Company Description Farther is a rapidly growing RIA that combines expert...  .... Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional... 
    Private
    Work at office

    Farther LLC

    New York, NY
    4 days ago
  •  ...Wealth Advisor We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices...  ...from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.... 
    Private

    The Misch Group

    New York, NY
    3 days ago
  •  ...About Titan Titan is an award-winning wealth manager with a mission to increase our...  ...plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers...  .... Ambitious Vision: When we put private wealth management in every pocket, we'll... 
    Private
    Work at office

    Titan

    New York, NY
    4 days ago
  • A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over... 
    Private

    Goldman Sachs Group, Inc.

    New York, NY
    5 days ago
  • $100k - $275k

     ...role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client management, and have a strong business development orientation. The... 
    Private

    Bank of America

    New York, NY
    1 day ago
  • A prominent financial institution in New York is seeking a Private Banker to develop and manage relationships with high-net-worth clients. This role involves integrating financial services including banking, trust, and asset management. The ideal candidate will have a Bachelor... 
    Private

    City National Bank

    New York, NY
    2 days ago
  • U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates... 
    Private

    U.S. Bank

    New York, NY
    4 days ago
  • $170k - $210k

     ...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping...  ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients...  ..., you will help a wide range of private investors, business owners, company executives... 
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    1 day ago
  • TwinThread is seeking a Financial Advisor in Pennsylvania to champion client success and provide personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisory role. This position requires a Series 7 and Series 66 (or the... 
    Private

    Aumni

    New York, NY
    5 days ago
  • $192k - $288k

    A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency... 
    Private

    Citigroup Inc.

    New York, NY
    2 days ago
  • J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY 1 day ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients... 
    Private
    Full time

    JPMorganChase

    New York, NY
    5 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to... 
    Private

    Confidential

    New York, NY
    6 days ago
  •  ...ways: Develop and execute business development strategies by leveraging market insights and client feedback to expand BNY's private banking client base. Cultivate and maintain strong client relationships by demonstrating expertise in private banking and delivering... 
    Private

    BNY Mellon

    New York, NY
    3 days ago
  • $65k - $180k

    East West Bank is seeking a Private Banker to build and maintain business relationships with high-value clients. The successful candidate will assess clients' financial situations, open new accounts, and ensure compliance with banking standards. The position requires a... 
    Private

    East West Bank

    New York, NY
    5 days ago
  •  ...seeking a commercial real estate attorney to join its growing practice. The firm serves a diverse client base, including public and private companies, developers, investors, financial institutions, entrepreneurs, governmental entities, and nonprofit organizations.... 
    Private

    Robert Half

    New York, NY
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to PWM Private Wealth Advisor. Be the first to apply!