PWM Private Wealth Advisor
$169.38k - $207.02kU.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
$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...PrivateWork experience placementLocal area3 days per week$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...PrivateFull time$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...PrivateFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- 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
- 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
- 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
$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...PrivateFull time$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...PrivateFull timeLocal areaRemote work- ...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...PrivateFull timeImmediate start
- ...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
- ...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...PrivateLocal area
- ...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...PrivateWork at officeLocal areaNight shift
$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- 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
- 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
- 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
- ...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
- 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...PrivateRemote jobFor contractors
- 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...PrivateWork at office
$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...PrivateAfternoon shift- 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
$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$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,...PrivateFull timeLocal areaRemote work- ...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...PrivateWork experience placementWork at office
$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...PrivateWork experience placementDay shift$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...PrivateFull time- ...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,...PrivateFull time
$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...PrivateFull timeWork at officeRemote workRelocationRelocation package$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...PrivateFull timeWork at officeRelocationRelocation package$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...PrivateFull timeWork at officeRelocationRelocation package
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