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

PWM Private Wealth Advisor

$185k - $215k

U.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 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. Base pay for this role usually falls within $185,000.00 - $215,000.00. 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 Location 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 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. E-Verify U.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: $143,905.00 - $169,300.00. U.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. #J-18808-Ljbffr Us Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the PWM Private Wealth Advisor in Tampa, FL vacancy
  • $165k - $200k

     ...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
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Tampa, FL
    1 day ago
  • $165k - $200k

     ...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
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Tampa, FL
    3 days ago
  • JPMorganChase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years... 
    Private

    JPMorganChase

    Tampa, FL
    4 days ago
  •  ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel... 
    Private

    Professions

    Tampa, FL
    3 days ago
  •  ...a rapidly expanding RIA in the Tampa Bay area seeking a Client Advisor to service an established book of high-net-worth client relationships...  ..., and deliverables. Qualifications 5+ years of experience in wealth management, financial planning, or a related client-facing role... 
    Private

    JCW Group

    Tampa, FL
    2 days ago
  • Financial Advisor with Sandy Morris Financial In-Office Position How to Apply If you’re a personable, motivated advisor ready to grow with a high-performance firm that values your expertise and supports your success, we’d love to hear from you. Apply directly through... 
    Private
    Full time
    Work at office

    Sandy Morris Financial and Estate Planning Services, LLC

    Tampa, FL
    1 day ago
  • $105.4k - $207.8k

     ...you will be responsible for… Supporting transaction strategy, diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth strategiesDeveloping business... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Tampa, FL
    1 day ago
  • $128k - $252.5k

     ...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations... 
    Private
    Local area

    Deloitte

    Tampa, FL
    2 days ago
  •  ...analyzing, and reviewing financial statements and reports for a portfolio of alternative investment funds (including hedge funds, private equity, and hybrid funds). This role ensures compliance with relevant accounting standards, regulatory requirements, and internal policies... 
    Private

    JP Morgan Chase

    Tampa, FL
    1 day ago
  •  ...goals using a holistic financial planning-based approach. The Private Banker i is responsible for originating and managing a portfolio...  ...required. Minimum two years of experience in Private Banking or Wealth Management (or equivalent relationship management role).... 
    Private
    Full time
    Contract work
    Work at office
    Remote work
    Monday to Friday

    GTE Financial

    Tampa, FL
    3 days ago
  •  ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Tampa, FL
    1 day ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are...  ...building, preserving and managing their wealth. You will use your knowledge of investments...  .... Asset Management provides individuals, advisors and institutions with strategies and expertise... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Tampa, FL
    2 days ago
  •  ...market ~ Demonstrated success developing business through centers of influence, including CPAs, M&A attorneys, business brokers, and private equity sponsors ~ Experience structuring and presenting C&I credit opportunities in the $5MM$25MM range ~ Strong understanding... 
    Private

    FinTrust Connect LLC

    Tampa, FL
    3 days ago
  • $39.6k - $46.88k

     ...drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants... 
    Private
    Full time
    Flexible hours

    Regions Bank

    Tampa, FL
    6 days ago
  •  ...Job Description   Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors...  ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these...  ...specialists, you will help a wide range of private investors, business owners, company executives... 
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Tampa, FL
    3 days ago
  •  ...Summary  Under limited supervision, provide overall support to Private Client Relationship Managers and other support staff including,...  ...of past due payments. Authorize payment and fees of private wealth client overdrafts. Process private wealth clients'... 
    Private
    Full time

    First Horizon Bank

    Tampa, FL
    2 days ago
  • $18.33 per hour

     ...short-term recovery support , ensuring the client is safe, comfortable, and monitored after surgery. Hiring info: We’re looking for private helpers/caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast... 
    Private
    Hourly pay
    Temporary work
    Immediate start

    Herewith Caregivers

    Tampa, FL
    5 days ago
  •  ...in Tampa, Florida. The candidate will be involved with all types of planning, design, and specialty services related to public and private drinking water, wastewater, reclaimed water, and stormwater projects. Professional Engineering (PE) license is required.QualificationsAt... 
    Private
    Work at office
    Flexible hours

    Respec

    Tampa, FL
    3 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those...  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... 

    New Day Executive Search

    Tampa, FL
    1 day ago
  • $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... 
    Private
    Work at office
    Work from home
    2 days per week

    Kennedy Jenks

    Tampa, FL
    1 day ago
  •  ..., designing and managing transportation systems — as well as restoring and replacing aging infrastructure — to help our public and private clients find smarter, more advanced ways to move people across cities, countries and continents.Our integrated approach and social... 
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation package
    Flexible hours

    AECOM

    Tampa, FL
    16 hours ago
  •  ...business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg,... 
    Private
    Work at office

    JP Morgan Chase

    Tampa, FL
    1 day ago
  • $85k - $145k

    Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives...  ...about the ranking criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Tampa, FL
    1 day ago
  •  ...Transactional practice group. Candidates must have a minimum of 4-6 years of experience in sophisticated mergers and acquisitions or private equity transactions. The firm will also consider candidates with 1-3 years of experience in the same relevant areas for additional... 
    Private
    Local area
    Immediate start

    Hill Ward Henderson

    Tampa, FL
    16 hours ago
  • $52k - $60.73k

     ...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...  ...Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in... 
    Private
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Tampa, FL
    6 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Florida.PNC is an in-office company that fosters a supportive culture where employees... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Tampa, FL
    4 days ago
  • $250k - $360k

     ...Requirements:The ideal candidate will have 4-7 years of significant experience in corporate transactions with an emphasis on public M&A, take-private transactions and general corporate governance.Candidates must have a strong working knowledge of acquisition agreements and other... 
    Private
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Tampa, FL
    3 days ago
  •  ...involved with the management and technical execution of all types of planning, design, and specialty services related to public and private water resources, watershed, and stormwater projects. Responsibilities include: Manage water resources projects and provide... 
    Private
    Work at office
    Remote work
    Flexible hours

    Respec

    Tampa, FL
    3 days ago
  • $95.4k - $180.4k

     ...that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax...  ...to our clients. Our team of first choice advisors is aligned to focus on closely held...  ...opportunities, including succession planning, wealth transfer planning, and tax complianceManage... 
    Private
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Tampa, FL
    16 hours ago
  •  ...Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide... 
    Full time
    Contract work
    Work at office
    Immediate start

    Sequoia Financial Group

    Tampa, FL
    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!