Private Wealth Advisor
$185k - $215kU.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 preferredLocationThe 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.Base pay for this role usually falls within $185,000 to $215,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability 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 theE-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: $159,970.00 - $188,200.00U.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: San Diego, CAType: U.S. Bank
$185k - $215k
...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 placementWork at officeLocal areaRemote workFlexible hours3 days per week$185k - $215k
...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...PrivateFull timeWork experience placementLocal area3 days per week- ...carefully before making any applications.About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment... ...Skills and CapabilitiesSix plus years of work experience in Private Banking or Financial Services developing business with ultra-...PrivateTemporary workWork experience placement
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...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and...SuggestedFull timeWork at officeLocal area- ...an application by clicking on the Apply button. At WestPac Wealth Partners, we seek driven individuals who are ready to take charge... ...can be viewed here: REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be...Work at office
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Financial Planner, CFP 1B+ AUM Independent RIA San Diego, CA To be considered for an interview, please make sure your application is full in line with the job specs as found below. Overview Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner...Work at office- ...Are you an experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Find out exactly...
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...and nationwide, plus a bonus guide to applying for employment with all other government agencies. Note: Postal Jobs Source is a private employment service that offers assistance in gaining employment and is not affiliated with the USPS, US government, its agencies, or...PrivateHourly payFull timeCurrently hiringWork at office- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local areaImmediate start
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...and power and utilities sectors. WHB Engineers provides comprehensive design engineering services, partnering with public agencies, private clients, and industry stakeholders. The firm emphasizes technical excellence, sustainable solutions, and long-term reliability in...Work experience placement- Oracle EBS Finance Consultant For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. San Diego, CA Work Mode – Hybrid – 1 days from Client Office in a week Skills Mandatory Skills : Oracle EBS...Work at officeLocal area
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...office hours. Apply via LinkedIn and we will reach out to schedule a conversation. Confidential search; your application is fully private. Pave Talent is an equal opportunity employer. xhyhwjd All qualified applicants will receive consideration for employment...PrivateContract workWork at officeLocal areaImmediate startRelocationNight shift- ...related business discipline; MBA plus CPA or EA preferred ~ Profile is flexible - should include current knowledge of venture capital/private equity fund accounting principles gained in some combination of the following: venture capital firms, private equity firms, venture...PrivateFlexible hours
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- ...messages and items, such as newspapers, documents, and packages, between establishment departments, and to other establishments and private homes. Sort items to be delivered according to the delivery route. Obtain signatures and payments, or arrange for recipients...Private
$100k - $145k
...client coordination including coordinating deliveries, submittals, meeting, review comments etc. Clients include public agencies and private clients.Working with other structural staff and departments to complete projects.Your Capabilities and CredentialsRegistered as a...Full timeContract workTemporary workPart timeCasual workWork at officeLocal areaFlexible hours$67.5k - $172.5k
...performing comprehensive credit underwriting and portfolio management across complex entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real estate operating companies (REOCs), and subscription/capital call...PrivateFull timeTemporary workPart timeWork experience placementWork at office$80.6k - $121k
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...involving electric transmission and distribution lines, pipelines, wind and solar electric generation facilities, and other projects for private, municipal, state, and federal clients. This is a part time - on call position. This position will initially include working in San...PrivateFull timeTemporary workPart timeCasual workLocal areaRemote workWorldwideFlexible hours$80.3k - $116.5k
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