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

PWM Private Wealth Advisor

$169.38k - $207.02k

U.S. Bank

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 the client to meet and exceed 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 and a background check. Failure to maintain NMLS registration may result in rescission of offer or termination of employment. Responsibilities Retention and growth of high net worth client relationships. Build and manage a team of Banking, Trust, and Investment professionals. Provide counsel and expert advice in all areas of Wealth Management. Ensure regulatory compliance, including NMLS registration. Qualifications Bachelor's degree or equivalent work experience. 10 or more years of experience in high and ultra-high net worth client wealth management activities. Excellent relationship management, networking, and business development skills. Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services. Strong analytical, problem‑solving, writing, speaking, and presentation skills. Ability to make critical decisions independently. Professional designation such as CFA or CFP preferred. Preferred Skills Extraordinary talent for driving business. Ability to partner with colleagues to identify and service unique clients' needs. Hybrid Work Arrangement This role is hybrid. Team members spend three days a week at a U.S. Bank location, with flexibility on work location for the other days. 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) 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 Pay Range Pay Range: $169,380.00 - 207,020.00 Equal Opportunity Employer 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. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the PWM Private Wealth Advisor in Los Angeles, CA vacancy
  • $169.38k - $207.02k

     ...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... 
    Private
    Work experience placement
    Local area
    3 days per week

    US Bank

    Los Angeles, CA
    3 days ago
  • $70k - $200k

     ...07-13Location: Los Angeles, California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes... 
    Private
    Full time

    Citigroup

    Los Angeles, CA
    1 day ago
  • $170k - $225k

     ...committed to our clients and employees.At Private Wealth Management, we are uniquely positioned...  ...making significant investments to expand our advisor base and deliver an outstanding client...  ...for Private Wealth Management (PWM).Base pay for this role usually falls within... 
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Beverly Hills, CA
    3 days ago
  • A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding... 
    Private

    JPMorganChase

    Los Angeles, CA
    3 days ago
  • J.P. Morgan Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years of experience in financial advisory, a passion for client success, and valid financial... 
    Private

    Fairygodboss

    Santa Monica, CA
    2 days ago
  • Bank of America seeks an Executive Wealth Services professional to deepen client relationships...  ...coordinate with the enterprise to offer private bank capabilities and personalized...  ...registration, with emphasis on building trusted advisor relationships and leveraging digital... 
    Private

    Bank of America

    Los Angeles, CA
    4 days ago
  • $70k - $120k

     ...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional...  ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial... 
    Private
    Full time

    Citigroup Inc

    Pasadena, CA
    5 days ago
  • $120k - $300k

     ...Direct message the job poster from Manhattan West Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary... 
    Private
    Full time
    Local area
    Remote work

    Manhattan West

    Los Angeles, CA
    5 days ago
  •  ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is...  ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial...  ...Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part... 
    Private
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    4 days ago
  •  ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will... 
    Private

    Confidential

    Los Angeles, CA
    12 hours ago
  •  ...Private Wealth Advisor - Beverly Hills, California The Anderson Search Group has been retained by a California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been... 
    Private
    Local area

    The Anderson Search Group

    Beverly Hills, CA
    5 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Los Angeles, CA
    4 days ago
  • $250k

     ...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions... 
    Private

    Jobleads-US

    Beverly Hills, CA
    1 day ago
  • Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal... 
    Private

    Goldman Sachs

    Los Angeles, CA
    1 day ago
  • A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative... 
    Private

    Manhattan West

    Los Angeles, CA
    4 days ago
  • The Anderson Search Group is seeking a Private Wealth Advisor based in Beverly Hills, California. This opportunity involves leveraging strong internal referral channels to serve high-net worth clients while avoiding cold calling. Candidates should have robust licensing... 
    Private

    The Anderson Search Group

    Beverly Hills, CA
    1 day ago
  •  ...Mortgage Licensing System requirements. Candidates should possess a Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills are essential, as well as the ability to make independent... 
    Private

    Us Bank

    Los Angeles, CA
    2 days ago
  • YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role in the United States. You will apply your hands-on advisory experience to support high-net-worth clients and help train next-gen AI systems with real-world inputs. Required... 
    Private
    Remote job
    For contractors

    YO AI Labs

    Los Angeles, CA
    1 day ago
  • Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services to ultra‑high‑net‑worth families and multigenerational households. You will execute sophisticated planning initiatives... 
    Private
    Work at office

    Rockefeller Capital Management

    Los Angeles, CA
    2 days ago
  • $118k - $170k

     ...Center in New York City’s Financial District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential...  ...within a team structure: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing directly to location... 
    Private
    Afternoon shift

    Masterworks

    Beverly Hills, CA
    2 days ago
  • JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment solutions. Candidates should have at least 2 years in the financial advisory field and possess necessary certifications, including... 
    Private

    JPMorganChase

    Glendale, CA
    4 days ago
  • $200k - $300k

     ...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic... 
    Private

    Jobleads-US

    Los Angeles, CA
    1 day ago
  • $128k - $177k

     ...individual will work alongside the origination and portfolio management teams to support the growth of a portfolio of credit facilities for Private Equity fund clients.The Funds Finance Team is responsible for providing lines of credit to private equity funds across real estate,... 
    Private
    Full time
    Local area
    Remote work

    MUFG

    Los Angeles, CA
    2 days ago
  •  ...Private Wealth Management (PWM) Private Wealth Advisor Partner Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor... 
    Private
    Work experience placement
    Work at office

    US Bank

    Pasadena, CA
    1 day ago
  • $180k - $254.8k

    Job Description At Bank of America, this role supports Merrill advisors who assist clients with planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities Lead the client wealth planning engagement process, including the new business review... 
    Private
    Work experience placement
    Day shift

    Bank of America

    Los Angeles, CA
    2 hours ago
  • $200k - $300k

     ...understanding of clients’ businesses and sources of wealth generation. Anticipate events in a...  ...implications. Serve as a trusted advisor to clients who frequently seek strategic...  ...long‑term connections to the Citi Private Bank. Effectively manage client expectations... 
    Private
    Full time

    Citigroup Inc.

    Los Angeles, CA
    4 days ago
  •  ...organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises,... 
    Private
    Full time

    FTI Consulting

    Los Angeles, CA
    12 hours ago
  • $235k - $310k

     ...meaningful work and grow your career. Let’s see what we can achieve. Together.DLA Piper is seeking a finance associate with a focus on Private Credit and Fund Finance transactions to join its Leveraged Finance subgroup. Candidates should have a minimum of 2 years of... 
    Private
    Full time
    Work at office
    Remote work
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    1 day ago
  • $310k - $390k

     ...entertainment industries, including global entertainment, music and media companies, banks, asset managers, financial institutions and private credit funds, as well as media business entrepreneurs in market-leading senior, junior, mezzanine and structured debt and equity... 
    Private
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    12 hours ago
  • $310k - $365k

     ...should have a minimum of four years of lender-side representation for commercial finance matters. Experience representing banks and/or private credit funds on loans to technology, life sciences and/or middle market companies is preferred. Candidates must be admitted or to... 
    Private
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    12 hours ago

Do you want to receive more vacancies?

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