PWM Private Wealth Advisor
$140k - $175kU.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 DescriptionU.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. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. 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 development of new client relationships within PWM. A team of specialists support 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.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.Base pay for this role usually falls within $140,000.00 - $175,000.00. 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. Basic Qualifications- Bachelor's degree- Eight or more years of experience interacting with High and Ultra High Net Worth clientsPreferred Skills/Experience- Requires 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 preferredLocation:The 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.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: $157,230.00 - 192,170.00U.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.Job SummaryJob number: 2026-0010912Date posted : 2026-07-31Profession: Sales & Relationship ManagementEmployment type: Full time
$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra... ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...PrivateFull timeTemporary workPart time$175k - $250k
What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth...PrivateFull timeFlexible hours$80k - $160k
...markets and the desire to be a trusted advisor to ultra-high net worth clients? We... ...GPO) on the Investing side. OUR IMPACT Wealth ManagementAcross Wealth Management,... ...leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private Wealth...PrivateFull timeTemporary workPart timeWork at office$85k - $160k
...ability to think outside the box? Wealth Management Financial Risk... ...access to senior managers in PWM, build expertise in risk analysis... ...our business.OUR IMPACT Private Wealth Management (PWM) secures... ...Specialists and Private Wealth Advisors to review and advise on various...PrivateFull timeTemporary workPart time$170k - $300k
...StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions... ...the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to...PrivateFull timeFor contractorsLocal area- ...might be right for you. ROLE OVERVIEW AND RESPONSIBILITIESProviding support to the private lending business in the private bank and to the business making loans to clients of the private wealth management business, including unsecured, securities based, commercial real...Private
- ...DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of...PrivateWork at office
- ...Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centered business in New York. You will grow relationships as a trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network...Private
$225k - $250k
...America)Please review the following job description:A Legal Wealth Advisor 3 is responsible for origination and on-going management of a... ...areas of deposits, loans, and investments.4. Act as "face" of private practice within LSG firm relationship teams for assigned firms...PrivateFull timePart timePrivate practiceWork at officeLocal areaShift workDay shift$120k - $150k
...The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized... ...platform & objectives including the extensive array of private market opportunities. Serve as a secondary advisor for...PrivateLocal areaFlexible hours$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...PrivateWork at office- JPMorgan Chase & Co. in New York is seeking an Advisor Trainee for Global Private Bank. The Analyst Program builds wealth management expertise across investments, lending, banking, and Trust & Estates, with a five-week immersive global training kickoff and ongoing mentorship...PrivateFull timeTraineeship
- Goldman Sachs is seeking a high-caliber professional to join its Private Wealth Management division in New York City. This advisor-focused role emphasizes building trusted client relationships and delivering holistic wealth strategies for ultra-high net worth individuals...Private
- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience...Private
- About Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...to do this by putting a human wealth advisor in every pocket. Historically, wealth... ...ever have. Ambitious Vision: When we put private wealth management in every pocket, we’ll...PrivateWork at office
- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...Private
- ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted... ...you.**Responsibilities*** Support Wealth Advisor in delivering exceptional services to clients... ...majority- and minority-owned businesses. #J-18808-Ljbffr Corient Private Wealth LLC.PrivatePermanent employmentTemporary workWork at officeFlexible hours
- ...securities, investment management and wealth management services. The Firm's... ...than 1,200 offices in 43 countries. Private Wealth Management (PWM) is the boutique business within Morgan... ...with business leaders, Private Wealth Advisors/ Financial Advisors, client service teams...PrivateTemporary workWork at officeWorldwide
- ...regulatory landscape.RESPONSIBILITIES AND QUALIFICATIONS Private Wealth Management (“PWM”) Compliance is responsible for supervising the business... ...The successful candidate will serve as a key compliance advisor on regulatory, supervisory, and business-driven projects...PrivateWork experience placementWork at office
$125k - $250k
...Strategy Vice President will focus on Americas-wide advisor development and training. The role partners closely with PWM leadership and HCM to translate global... ...strengthen how we develop and enable advisors across Private Wealth Management. The role is best suited for a...PrivateFull timeTemporary workPart time- ...five years of experience to join their fast-growing and internationally recognized Leveraged Finance Practice. The team represents private equity sponsors, their portfolio companies, corporate issuers and borrowers, lenders and other financial institutions in the full range...PrivatePermanent employment
$235k - $315k
...Associate with 2–5 years of experience to join a busy transactional team advising lenders, borrowers, financial institutions, and private capital clients on sophisticated financing matters. This is an opportunity to build meaningful experience across a varied finance...Private- ...various real estate investment funds, including both debt and equity vehicles.Conduct competitive analysis by monitoring public and private market participants.Maintain operational models related to financing covenants and fund performance.Support market research and...Private
$73.5k - $139.7k
...with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily. We provide accounting, technology and consulting services to private, middle market clients, with real...PrivateFull timeWork experience placementInternshipWork at officeLocal area$225k - $420k
...Job Description Corporate Finance Associate (3-5 years)Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits in the middle...PrivateWork at office$310k - $365k
...to five years of experience to join our fast-growing and internationally recognized Leveraged Finance Practice. Our team represents private equity sponsors, their portfolio companies, corporate issuers and borrowers, lenders and other financial institutions in the full...PrivatePart timeWork at officeLocal areaWorldwide$55k - $77k
...you an experienced recruitment consultant with a proven successful billing track record and a passion for connecting top talent with private equity opportunities? Join our clients Private Equity team in New York City, specialising in placing investment professionals into...PrivatePermanent employment$192k - $288k
...understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client... ...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- ...Capital Markets to support acquisition financings, construction financings, and refinancing activities across LS Power's development and private equity platforms. Working alongside senior team members, this role will assist with transaction execution, lender engagement,...Private
$117.52k - $146.9k
....RequirementsBachelor’s Degree in Economics, Finance, Business, or related field2+ years of Corporate Finance, Investment Banking, Private Equity experience, or in a high growth SaaS or Fintech company Mastery of Excel and PowerPoint with proven experience in building financial...PrivateWork at officeRemote workWork from home3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Private Wealth Advisor. Be the first to apply!
- junior oracle financial functional consultant New York, NY
- associate financial representative New York, NY
- oracle cloud financials consultant New York, NY
- senior wealth advisor New York, NY
- associate corporate finance New York, NY
- junior financial advisor New York, NY
- financial advisor development program New York, NY
- associate leveraged finance New York, NY
- patient financial counselor New York, NY
- financial planning assistant New York, NY

