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- ...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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...should have a minimum of four 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 officeRelocationRelocation package$69.8k - $132k
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...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- ...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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...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- ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative... ...building, preserving and managing their wealth. You will use your knowledge of... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...PrivateTemporary workWork experience placementLocal area
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...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- ...to come across my content and be able to envision Presti’s Primal Pantry as part of their experience. I’d also like to attract more private and special-event dinner bookings, as well as potentially a small number of recurring high-end clients, particularly professional...Private
- ...HYBRID OF COUNSEL - EMENIT DOMAIN We serve government agencies, private businesses, and mission driven organizations on regulatory, transactional, and litigation matters. Our attorneys are consistently recognized by leading legal directories and industry publications...Private
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- ...to come across my content and be able to envision Presti’s Primal Pantry as part of their experience.I’d also like to attract more private and special-event dinner bookings, as well as potentially a small number of recurring high-end clients, particularly professional athletes...PrivatePart time
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...Senior Credit AnalystRenovo Financial is a rapidly-growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from...PrivateWork at office$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$190k - $225k
...enjoys handling complex commercial real estate transactions while representing a diverse client base that includes public entities, private developers, corporate clients, property owners, and nonprofit organizations . The role offers meaningful responsibility, a...Private$135k - $160k
...delivering infrastructure improvement, heavy civil construction, and site development services for government, state agencies, and private enterprises across the United States. They specialize in a wide range of heavy civil projects including highways, bridges, DOT...PrivateTemporary workImmediate start$260k - $390k
...interest, executive compensation, and organizational policies Assist with obtaining and maintaining tax-exempt status Advise on private foundation rules, UBIT, excess benefit transactions, and Form 990 reporting requirements Structure relationships between...PrivatePrivate practiceWork at office$213k - $266k
...optimization.Develop and maintain relationships with municipal and private-sector water clients; identify emerging client needs, strategic... ...the water sector.Proven ability to serve as a trusted client advisor, guide project teams in delivering exceptional client...PrivateWork at officeWork from home2 days per week- ...relationshipsAdd value through complex transaction analyses including IPOs, M&A, Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placementsUnderstand technical accounting background, FASB and SEC rules and regulations, client deadlines and deliverables,...PrivateFull timeWork at officeRemote work
- ...California. This hybrid role can be based out of AECOM’s San Diego, Orange or Los Angeles, CA offices.Our EPP team serves numerous private industry and public utility energy clients, on a variety of energy projects including transmission, grid modernization, and renewable...PrivateLocal areaWorldwideFlexible hours
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...restoration. DM Estate Staffing is a domestic staffing firm headquartered in Silicon Valley, dedicated to connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more than a decade on referrals...PrivateFull timeWork from homeMonday to FridayWeekend work$205k - $260k
...Private Client and Tax Division Today, we are the only truly global law firm dedicated to the personal and private capital needs of high... ...events/conferences, and building networks with private wealth contacts/intermediaries including global and peer firms and counsel...PrivateLocal area- # Director, InvestmentsKonvergent Wealth PartnersDirectorPrivate EquityFull-timeLocationSan... ...when new job openings matching "Private Equity / Director jobs in San Diego, United... ...experience, partnering closely with lead advisors in high-stakes client relationshipsKey ResponsibilitiesSupport...PrivateWork at office
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