PWM Private Wealth Advisor

Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. PWM also offers specialized capabilities in business‑sale advisory and pre‑transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. Licensing and Regulatory 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. Responsibilities The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and the development of new client relationships within PWM. A team of specialists supports these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community, the PWA also acts as a conduit for Private Wealth Management’s strategic partners in the region. Qualifications Bachelor's degree, or equivalent work experience Eight or more years of experience interacting with High and Ultra High Net Worth clients Established network with strong relationship management, networking, and business development skills Demonstrated success in specific client segments or verticals with developed strategic partnerships Experience profiling clients and formulating customized strategies to address their needs Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication A passion for problem‑solving and acting as a strategic advisor Ability to make critical decisions independently and act as a business owner Professional designation such as CFA or CFP is preferred Hybrid Work Model This role is hybrid. Team members 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. 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 depending on salary grade and tenure) 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 Equal Employment Opportunity 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. Learn more about the E‑Verify program. Salary Range Pay Range: $139,230.00 - $163,800.00; 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). #J-18808-Ljbffr Us Bank