PWM Private Wealth Advisor

Overview U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor (PWA) to identify, acquire and deepen client relationships with high and ultra‑high net worth individuals. The PWA uses comprehensive knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire and retain relationships. Responsibilities Identify, acquire and deepen client relationships and grow the client base through internal and external sales. Collaborate with specialists to provide deeper knowledge across wealth, estate, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Act as a conduit for PWM’s strategic partners in the region and represent U.S. Bank in the community. Maintain National Mortgage Licensing System (NMLS) registration and comply with all regulatory requirements. Basic Qualifications Bachelor’s degree or equivalent work experience. Eight or more years of experience interacting with high and ultra‑high net worth clients. National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and RegulationZ. Preferred Skills and Experience Established network with strong relationship‑management, networking and business development skills. Demonstrated success in specific client segments and verticals with developed strategic partnerships. Experience profiling clients and formulating customized strategies to address their needs. Holistic approach to managing client relationships and the ability to organize and prioritize specialist teams. Strong communication skills and ability to simplify complex concepts for diverse audiences. 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. Benefits Healthcare coverage (medical, dental, vision) Basic 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 (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 hours worked, up to 80 hours per calendar year unless otherwise provided by law Pay Range Base pay typically falls within $140,000 to $175,000, with additional compensation based on qualifications. Equal Opportunity Employer 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. Disability Accommodation Any applicant requiring a disability accommodation during the application or hiring process may request assistance. #J-18808-Ljbffr