PWA 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 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: $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:
$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$100k - $150k
Your Future TeamCrest Capital Advisors, a member of the Hightower community, based in San Diego... ...Capital has flipped the traditional wealth management model on its head by putting service... ...Monday-Friday.We are looking for a Private Wealth Associate who is a multi-tasker with...PrivatePermanent employmentLocal areaMonday to Friday- ...and deep understanding of sophisticated wealth management practices and investment strategies... ...investing expertise. The Senior Wealth Advisor is responsible for maintaining the... ...and presentation Develop and/or deliver private wealth education sessions to clients and...Private
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are...PrivateFull timeLocal areaImmediate start
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...growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an... ...Qualifications 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong track record of...PrivateFull timeWork at office- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed... ...Capabilities Six plus years of work experience in Private Banking or Financial Services developing...PrivateFull timeTemporary workWork experience placement
$235k - $260k
...should have a minimum of two 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 officeRemote workRelocationRelocation package$69.8k - $132k
...developing and improving internal control systemsStrong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...PrivateFull timeWork experience placementInternshipLocal areaFlexible hours- ...loans, fix and flip funding, 0% interest business credit, and private lending tailored to client goals. Key Real Estate Capital also... ...positions itself as a strategic partner in building long-term wealth and independence through real estate. Role Description This...PrivateFull timeWork at officeRemote workWork from home
- ...Banking Practice in the San Diego office. This group advises on complex financing transactions and is particularly active in the private credit, acquisition finance, leveraged finance, and gaming/hospitality finance sectors . The role offers exposure to a wide range...PrivateFull timeWork at office
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$225k - $365k
...platform. About the Role The firm is hiring associates with 1-5 years of experience representing lenders, borrowers, and/or private equity sponsors in debt financing transactions. Ideal Background Candidates should have experience in some or all of the...PrivateTemporary work$125k - $160k
...apply for a litigation attorney position. Our firm currently serves numerous governmental entities throughout the state as well as private clients. In this position, you will have a hands-on role defending public agencies and private companies/individuals up to and through...PrivateFull time- ...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission Ongoing Expansion | Global Wealth Management... ...a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Diego. This is an exceptional opportunity...Full timePrivate practiceWork at officeImmediate start
- ...Corporate Associate Attorney Responsibilities: - Represent emerging growth companies including start-ups, venture capital funds, and private equity investors in corporate transactions - Advise clients on venture capital financings - Counsel founders, executives,...Private
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services....PrivateRemote work$300k
...long-term practice transition or succession. The role focuses on leading complex and confidential investigations for both public and private sector clients across California. The successful candidate will bring a strong reputation in the investigations space, sound legal...PrivateVisa sponsorship- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- ...role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that...PrivateTemporary workWork experience placement
- ...RESPONSIBILITIES: Business Development and Client Growth Bring an established network of client relationships across public agencies and private development, and convert those relationships into a consistent and growing volume of work for the firm. Own an annual revenue...PrivateFull time
$77k - $84k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net... ...-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform...PrivateFlexible hours- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
$120k
...DSCR loans, fix & flip funding, 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey... ...Estate Capital acts as a strategic partner in building long-term wealth and independence through real estate. Role Description The...PrivateFull timeRemote work$19.93 - $25.91 per hour
...Transcripts. REQUIRED when using education to meet qualifications or when education is required. Foreign education may be qualifying if a private organization specializing in interpreting foreign education programs has deemed the foreign education equivalent to that gained in...PrivateWork at office$80k - $160k
..., grow their influence, and make a real impact in the world of private investment. We're looking for a dynamic Sales Manager to join... ...information before transitioning qualified opportunities to an Advisor for closing. Follow up with prospective clients who have expressed...Private- ...About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory... ...and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset...Full time
$85k - $100k
...Who you are: ~ Bachelor’s in Finance, Accounting, Economics, or a related field ~1-3 years of experience in investment banking, private equity or strategic finance ~ Strong financial modeling skills and comfort working with large, complex data sets ~ Experience...Private$91.62k - $111.98k
...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...Full timeWork at officeLocal area$80.37k - $98.23k
...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...Full timeWork at officeLocal area- ...EisnerAmper Private Client Services Team At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and... ...includes Closely Held, Private Business Services, and Personal Wealth Advisory services. About EisnerAmper EisnerAmper is one of...PrivateTemporary workInternshipLive inWork at officeLocal areaMonday to Friday
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