PWM Private Wealth Advisor
$126.81k - $154.99kU.S. Bank
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. Job Description Private Wealth Management (PWM) Private Wealth Advisor is responsible for 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. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. 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, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
- 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
- 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
- Professional designation such as CFA or CFP is preferred
- ...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. Basic Qualifications:...PrivateTemporary workWork experience placement3 days per week
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...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position offers a structured training program and mentorship, emphasizing relationship management and personal client engagement...
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...~ Your very own friendly, hardworking recruiter ~$1,000 unlimited referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement ~ Traveler discount program ~ Free employee assistance program...PrivateFull timeShift work
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