Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

PWM Private Wealth Advisor

$170.26k - $200.3k

U.S. Bancorp

U.S. Bank Financial Advisor

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 Description

Responsible 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 employment.

Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • 10 or more years of experience in high and ultra-high net worth client wealth management activities
Preferred 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 preferred

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:

  • 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

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.

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: $170,255.00 - $200,300.00

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the PWM Private Wealth Advisor in San Jose, CA vacancy
  • $170.26k - $200.3k

     ...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... 
    Private
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Jose, CA
    3 days ago
  •  ...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... 
    Private
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    2 days ago
  • $106k - $150k

     ...and lending to investments, insurance, and wealth planning, the First Citizens Wealth team...  ...As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to...  ...Services relationship management, banking, Private Banking or Wealth Management OR High School... 
    Private
    Temporary work
    Local area

    First Citizens Wealth

    Santa Clara, CA
    5 days ago
  • $25 - $31 per hour

     ...Financial Aid Advisor As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni...  ...date information on new federal regulations Assisting with Private Loans Packaging VA benefits Regular, in-person attendance... 
    Private

    Unitek Learning

    San Jose, CA
    3 days ago
  •  ...We're Looking For Experience & Background ~25 years of experience in project finance, structured finance, investment banking, private equity, renewable energy finance, or other infrastructure finance. ~ Demonstrated experience building and maintaining complex financial... 
    Private
    Work at office
    Immediate start
    Worldwide

    Bloom Energy

    San Jose, CA
    1 day ago
  •  ...Private Event Lifeguard At Swan Aquatics, we specialize in comprehensive aquatic facility management, focusing on safety, efficiency, and community satisfaction. Founded by Melissa Louise Swanson in 2014, our company was born from a life-changing experience that highlighted... 
    Private

    Swan Aquatics

    San Jose, CA
    4 days ago
  •  ...lifeguards and instructors. We offer a wide range of services tailored to the unique needs of Homeowners Associations, municipalities, and private clients. Our offerings include swim lessons, swim team development, lifeguard management, and private lifeguard services, ensuring... 
    Private

    Swan Aquatics

    San Jose, CA
    4 days ago
  •  ...Private Mortgage Banker (SAFE) About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate... 
    Private
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    San Jose, CA
    4 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to... 
    Private

    Confidential

    San Jose, CA
    5 days ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Sunnyvale, California, responsible for managing affluent clients' banking relationships. You will build lasting relationships and ensure the best products and services for every client's needs, helping them navigate... 
    Private

    JPMorgan Chase & Co.

    Sunnyvale, CA
    1 day ago
  • $36.73 - $45.38 per hour

     ...Analyst in the Sponsor Finance Group, you'll serve as a core member of the deal team underwriting senior secured credit facilities to private equity-backed companies across software, technology, healthcare IT, and business services. You will own the end-to-end credit... 
    Private
    Hourly pay

    Western Alliance Bank

    San Jose, CA
    8 days ago
  • $102.3k - $196.45k

     ...other analytical projects. Using AI / ML techniques to create forecasting models at scale. Continuous learning of public and private cloud landscape, automation tools, and business analytical skills. What you will need to succeed ~ Working knowledge of scripting... 
    Private
    Worldwide

    Adobe

    San Jose, CA
    1 day ago
  • $83k - $110k

     ...performance indicators, reporting on our progress toward strategic goals Who You Are: 2-3 years of experience in investment banking, private equity/VC, and/or management consulting Proficiency in financial modeling, forecasting, and budgeting with a strong attention to... 
    Private
    Permanent employment
    Temporary work
    Casual work
    Work at office
    Flexible hours

    CoreWeave

    Sunnyvale, CA
    1 day ago
  • $165k - $175k

     ...Position Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and... 

    Cerity Partners Management LLC

    San Jose, CA
    21 hours ago
  •  ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory...  ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic... 
    Work at office

    Charles Schwab

    Campbell, CA
    3 days ago
  • Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment... 
    Private
    Live in

    Confidential

    Milpitas, CA
    2 days ago
  •  ...click on the links below to get to know us: & list=PLoSAMWyOJz685b6Bnuy4S3u3ygjxhCSTL -are-hiring/ We're a fun and fast-paced private dental office. Our goal is to provide the best work environment so that you will provide the best care for our patients. We're... 
    Private
    Work at office

    Perfect Smile Dental Care

    San Jose, CA
    19 days ago
  • $162k - $190k

     ...personal income, estate and gift tax and wealth retention strategies, as well as taxation...  ...current software tools Acts as a Career Advisor to associates and senior associates...  ...tax experience and/or public accounting, private industry accounting or consulting/professional... 
    Private
    Work at office

    BDO USA

    San Jose, CA
    5 days ago
  •  ...  A full-time Anesthesiologist position at a Surgery Center is available close to San Jose in the East Bay Area. This mid-size private group offers everything Solo MD's look for: in-house scheduling, productivity-based compensation (skill, work, optional call, time... 
    Private
    Full time
    Part time
    Flexible hours

    Palm Health Resources

    Milpitas, CA
    19 days ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory...  ...Schwab's disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening,... 

    Charles Schwab Careers

    Campbell, CA
    2 days ago
  • $95.5k - $195.4k

     ...Private Client Service Tax Manager Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career...  ...and monitor multiple client engagements as well as serve as an advisor to the client. Identify and assist with implementation of tax... 
    Private
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    San Jose, CA
    5 days ago
  •  ...in-house OB Hospitalist coverage within a Maternal-Fetal Medicine–led practice. ~ Manage OB triage for unassigned patients and private physician requests. ~ Respond to and manage MFM patient transports (approximately 5–6 per month). ~ Assist in cesarean sections... 
    Private
    Full time
    Part time
    Visa sponsorship

    MedExcellence

    San Jose, CA
    28 days ago
  • $100k - $145k

     ...Traffic Engineer at the project level to support and lead the delivery of traffic engineering projects for public infrastructure and private development clients. This role is a core member of the Traffic Division, with direct responsibility for producing high quality... 
    Private
    For contractors
    Remote work
    Flexible hours

    Bennett Engineering Services

    Milpitas, CA
    5 days ago
  • $93k - $98k

     ...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach...  ...and addressing client needs Works with clients and their advisors to gather information needed to prepare tax returns Prepares... 
    Private
    Private practice
    Work at office

    BDO USA

    San Jose, CA
    4 days ago
  •  ...tertiary care facility Responsibilities: Provide 24-hour in-house OB Hospitalist coverage Manage OB triage for unassigned patients and private physician requests Respond to and manage Maternal-Fetal Medicine patient transports Assist with cesarean sections Perform inpatient... 
    Private
    Permanent employment
    Full time
    Part time
    Shift work
    Rotating shift
    Weekend work

    Med Ninjas

    San Jose, CA
    1 day ago
  • Citi is looking for a finance professional in Milpitas, California, to build client relationships and offer tailored financial solutions. The role requires 5-8 years of relevant experience and strong analytical skills to meet the complex financial needs of affluent clients...

    Citi

    Milpitas, CA
    5 days ago
  • $106k - $150k

    First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate... 

    First Citizens Wealth

    Santa Clara, CA
    5 days ago
  • Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves managing client relationships, delivering tailored investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial... 
    Work at office

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment... 

    Charles Schwab

    Campbell, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Wealth Advisor in Campbell, California. This role focuses on managing client relationships, delivering personalized financial planning, and providing investment guidance tailored to Schwab’s philosophy. The ideal candidate excels... 

    Charles Schwab Corporation

    Campbell, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to PWM Private Wealth Advisor. Be the first to apply!