PWM Senior Private Wealth Advisor
$152.37k - $186.23kU.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 DescriptionResponsible 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 employmentBasic Qualifications- Bachelor's degree, or equivalent work experience- 10 or more years of experience in high and ultra-high net worth client wealth management activitiesPreferred 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 preferredThis role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working 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 disability accommodations for applicants. 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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick 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 here. 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-VerifyU.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 E-Verify program.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: $152,370.00 - 186,230.00U.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.SummaryLocation: Scottsdale, AZType: Full time
$111.61k - $134.65k
Position Overview PWM Private Wealth Advisor job at U.S. Bank in Scottsdale, AZ. At U.S. Bank, we help customers and businesses make better financial decisions and support communities. We offer varied opportunities for career growth. Job Description Responsible for retention...PrivateTemporary workWork experience placementLocal area3 days per week- Old National Bank seeks a Wealth Advisor III in Scottsdale to lead relationships with high net worth clients, coordinating planning, investments and private banking solutions. You will collaborate with a team of specialists to deliver comprehensive advice and build wealth...SeniorPrivate
- FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client...SeniorPrivate
- The Goldman Sachs Group invites applications for a Private Wealth Advisor to build and grow a client-focused practice within our Private Wealth Management (PWM) team. You will deliver holistic wealth management advice leveraging our investment platform and exclusive opportunities...Private
- ...Overview Ledgent Finance & Accounting's client is seeking a dynamic Senior FP&A Analyst to join their team. This is an upward growth... ...integration is advantageous. ~ Experience in multi-entity or private equity-backed company environments is a plus. Required Work...SeniorPrivateTemporary workWork at officeLocal areaMonday to FridayDay shift
- TwinThread is seeking a Private Client Advisor based in Fountain Hills, Arizona. This role involves providing comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in a financial advisory...Private
- ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This...SeniorWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial...PrivateWork experience placementWork at officeLocal area
- ...responsibility to the communities where we live and work. As a Senior Transportation Director, you will be responsible for a variety... ...transportation engineering opportunities within the public and private sectors. Develop and track scope, budget, and schedules for...SeniorPrivateHourly pay
- We are seeking a seasoned Senior Fund Accountant to join our growing Pravati Capital team and lead full-cycle financial operations for our high-growth litigation finance and private equity investment platform. This role will manage fund accounting for closed-end vehicles...SeniorPrivate
- hireneXus in Scottsdale is recruiting an ambitious wealth advisor for its nationally recognized RIA, which takes a planning-first approach and serves high-net-worth families. The role connects you to an in-house planning team, an extensive referral network, and institutional...Senior
- Senior Fund Accountant ABOUT THE ROLE The Senior Fund Accountant owns the accounting process for an assigned portfolio of funds — exercising... ...Acuity Fund Solutions is a fund administration firm serving private equity, venture capital, real estate, private credit, hedge...SeniorPrivateWork at officeFlexible hours
- Goldman Sachs Bank AG is hiring a Private Wealth Advisor in Scottsdale, Arizona. In this role, you will leverage your background to establish client relationships and provide holistic wealth management advice. Ideal candidates have over four years of experience in financial...Private
- A growing wealth management firm in Scottsdale is seeking an experienced Senior Wealth Manager to join its team. This role requires delivering personalized wealth strategies... ...environment that fosters growth and ensures a client-first approach. #J-18808-Ljbffr Lido Advisors, LLCSeniorFlexible hours
- ProKatchers LLC is looking for a Senior Stormwater Engineer in Scottsdale, AZ, for an 8-month contract with a possible extension. The role involves reviewing private development and city infrastructure projects related to stormwater management, participating in drainage...SeniorPrivateContract work
- ...Senior Property Accountant BB Living is seeking a Senior Property Accountant to join the accounting team of a rapidly growing company... .... The Company has a partnership between BB Living and a large private equity institution. It is well capitalized and growing across...SeniorPrivateWork at office
- Wilde Wealth Management Group seeks an experienced Senior Registered Advisor Support Associate to join our growing team in the Phoenix Valley. You will serve as the primary client service partner for senior Financial Advisors and high-net-worth relationships, managing...Senior
- ...Holdings, is seeking a Trust Officer Senior to lead client account administration... ...beneficiaries and referring financial advisors. Reporting to the Branch Manager, you... ...trust officers while coordinating with private banking, wealth management, and estate settlement teams...SeniorPrivate
$17 - $19 per hour
...Homecare in Scottsdale seeks compassionate in-home caregivers to help seniors live independently while staying connected. You will transport... ...care, and provide light housekeeping and meal preparation in a private home setting. We offer competitive pay ($17-$19/hr), paid...SeniorPrivateAfternoon shift- ...individually tailored investment portfolios consistent with client goals and objectives. Work with clients to develop comprehensive wealth management strategies and identify opportunities for business referrals and take appropriate action. Include appropriate team...PrivateFull time
- ...? Headfarmer is partnering with a highly successful, privately held investment and operating company that oversees a diverse portfolio... ...in Accounting • 3+ years of accounting experience (Staff or Senior level considered) • Full-cycle GL accounting experience •...SeniorPrivateWork at office
- Landing Point is a private family office seeking a Senior Accountant / Assistant Controller to manage and scale accounting for diverse investment portfolios... ...process controls, and collaboration with external tax advisors, auditors, and investment managers. #J-18808-Ljbffr...SeniorPrivateRemote jobWork at office
- ...Job Description Insight Global is looking for a Senior Instructional Designer to support a leading renewable energy organization... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy...SeniorPrivate
- A rapidly growing, private equity-backed organization is seeking its first dedicated FP&A hire to help build and scale its financial planning and analysis function. The company is experiencing significant growth through both organic expansion and ongoing acquisitions, creating...SeniorPrivateTemporary work
- ...consulting, Launch - Development Finance Advisors is committed to delivering innovative solutions... ...are seeking a hard-working and reliable Senior Accountant to join our growing team. The... .... Our sole purpose is to assist the private sector in financing public improvements through...SeniorPrivateFor contractors
$140k - $180k
Company Overview: A private family office is seeking a Family Office Senior Accountant / Assistant Controller to join their team in a fully remote capacity. This... ...investment accounts Coordinate with external tax advisors, auditors, and investment managers as needed...SeniorPrivateWork at officeRemote work- ...Kforce's client, a publicly traded growing company is seeking a Senior Tax Analyst. This role can sit in Scottsdale, Arizona, or... ...with proficiency in PowerPoint Industry experience in energy, private equity, or real estate is a plus The pay range is the lowest...SeniorPrivateHourly payContract workWork at officeRemote work
- ...Senior Assistant Golf Course Superintendent Join the Agronomy team at one of the largest, most beautiful, and top private country clubs in North America, Desert Mountain Club, as a Senior Assistant Golf Course Superintendent! Desert Mountain Club features seven...SeniorPrivateLocal areaShift workNight shiftWeekend work
$350k
...and SEC compliance. You will work directly with other members of senior leadership to evaluate, structure, negotiate, and close... ...strategic guidance through courses, live events, partnerships, and private equity investments. Our core values are the backbone of our business...SeniorPrivateFull timeLocal areaRemote work$105k - $125k
...Senior Financial Analyst (Future FP&A Manager Opportunity) Not your typical Senior Financial Analyst role. I'm partnering with a rapidly growing, private equity-backed company in North Scottsdale that has experienced significant growth over the past several years...SeniorPrivateFull timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Senior Private Wealth Advisor. Be the first to apply!
- associate leveraged finance Scottsdale, AZ
- financial planning assistant Scottsdale, AZ
- financial counselor Scottsdale, AZ
- financial advisor development program Scottsdale, AZ
- associate corporate finance Scottsdale, AZ
- private wealth advisor Scottsdale, AZ
- financial advisor Scottsdale, AZ
- financial advisor training program Scottsdale, AZ
- financial advisor associate Scottsdale, AZ
- financial planning associate Scottsdale, AZ



