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

PWM Private Wealth Advisor

$165k - $200k

U.S. Bank

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 $165,000.00 - $200,000.00. 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. 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. 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 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 Equal Employment Opportunity 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. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the PWM Private Wealth Advisor in Fort Lauderdale, FL vacancy
  • $165k - $200k

     ...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...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Private
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bancorp

    Fort Lauderdale, FL
    1 day 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

    Fort Lauderdale, FL
    5 days ago
  •  ...Join to apply for the Wealth Advisor II role at Truist 4 days ago Be among the first 25 applicants Join to apply for the Wealth Advisor...  ...Financial Advisor Development Program - Fort Lauderdale Citi Private Bank - UHNW Investment Counselor - Director / MD Miami, FL $2... 
    Private
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist Inc

    Fort Lauderdale, FL
    2 days ago
  • $43.89k - $150k

     ...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...  ...of the system. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the... 
    Private
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Fort Lauderdale, FL
    5 days ago
  • $90k - $120k

     ...January through April). Why This Role Accelerates Your Career You will work directly inside Fortune 1000 companies and large private organizations on high-impact projects such as: IPO readiness Mergers and acquisitions Carve-outs and integrations SEC... 
    Private
    Live in
    Local area
    Relocation

    She Recruits LLC

    Fort Lauderdale, FL
    5 days ago
  • $50k

     ...Description Job Description The Financial Aid Advisor works with prospective and current students and their family to assist them in...  ...Assist students and parents to apply for Federal Student Aid and private funding for their program. Provide information to students and... 
    Private
    Full time
    Work at office
    Relocation
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Hci-College

    Fort Lauderdale, FL
    5 days ago
  •  ...We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking someone with strong technical accounting skills who thrives in a growing... 
    Private
    Local area

    EisnerAmper

    Fort Lauderdale, FL
    1 day ago
  •  ...Position We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are looking for someone with strong technical accounting skills who thrives in... 
    Private
    Local area

    EisnerAmper

    Fort Lauderdale, FL
    3 days ago
  •  ...and develops prospective customers or centers of influence. Collaborates with business partners such as treasury management, private wealth management, and other line-of-business segments to strategize and develop comprehensive customer relationships in the middle... 
    Private
    Work at office
    Local area

    Synovus Financial

    Fort Lauderdale, FL
    5 days ago
  •  ...ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces... 
    Private
    Temporary work
    Work experience placement
    Work at office

    PNC

    Fort Lauderdale, FL
    4 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

    JPMorganChase

    Fort Lauderdale, FL
    3 days ago
  • Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention...  ...management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to... 
    Private
    Work at office

    First Citizens

    Fort Lauderdale, FL
    1 day ago
  • We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office... 
    Private
    Work at office

    Morgan Stanley

    Fort Lauderdale, FL
    1 day ago
  •  ...Company Overview Moss is a national privately held construction firm providing innovative solutions resulting in award-winning projects. With regional offices across the United States, Moss focuses on construction management, solar EPC, and design-build. The company’s... 
    Private
    Full time
    For contractors
    Work experience placement

    Dormont Manufacturing Company

    Fort Lauderdale, FL
    5 days 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

    Fort Lauderdale, FL
    2 days ago
  • $95.5k - $195.4k

     ...shape the future of our industry. Job Description: As a Private Client Service Tax Managerinvolved in both compliance and...  ...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

    Fort Lauderdale, FL
    2 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 

    Beacon Pointe Advisors

    Fort Lauderdale, FL
    1 day ago
  •  ...At Global Wealth Management we provide tailored financial plans to guide individuals, families and business owners in Florida toward...  ...and making a real impact in the lives of our clients. As Wealth Advisor, you are responsible for generating new client relationships through... 

    Global Wealth Management

    Fort Lauderdale, FL
    5 days ago
  •  ...Bank Of America Private Bank Client Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through...  ...understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Fort Lauderdale, FL
    4 days ago
  •  ...-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations...  ...referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach:... 
    Private
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    Pompano Beach, FL
    4 days ago
  •  ...Senior Wealth Advisor SAFE Act Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000...  ...brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and... 
    Work at office

    Citigroup Inc

    Pompano Beach, FL
    1 day ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about...  ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Fort Lauderdale, FL
    3 days ago
  •  ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First... 
    Private
    Part time
    Work at office
    Night shift

    First Horizon

    Fort Lauderdale, FL
    2 days ago
  • $22 per hour

     ...elite level of service! Banyan Air Service is seeking a Customer Relations Specialist to deliver world-class, personalized service for private aviation clients. This is a high-touch role for someone who thrives in team-oriented, high-performance environments and takes pride... 
    Private
    Hourly pay
    Contract work
    Afternoon shift
    2 days per week

    Banyan Air Service

    Fort Lauderdale, FL
    4 days ago
  • 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training...  ...meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,... 
    Private
    Full time
    Work experience placement
    Immediate start
    Visa sponsorship

    Chase

    Fort Lauderdale, FL
    3 days ago
  •  ...companies Requirements 5-10 years of experience in investment banking, private equity, venture capital, corporate development, or a similar...  ...stakeholders Experience working with legal and financial advisors during transaction execution Personal Attributes Entrepreneurial... 
    Private

    Ajaia | AI Consultancy

    Fort Lauderdale, FL
    5 days ago
  • $320k - $410k

     ...Qualifications & Responsibilities 4-7 years of significant experience in corporate transactions with an emphasis on public M&A, take‑private transactions, and general corporate governance. Strong working knowledge of acquisition agreements and other documentation used in... 
    Private
    Full time
    Temporary work
    Flexible hours

    Greenberg Traurig, LLP

    Fort Lauderdale, FL
    3 days ago
  • $69.4k - $121.4k

     ...Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we... 
    Minimum wage
    Local area
    Remote work
    Night shift

    Marsh LLC

    Fort Lauderdale, FL
    1 day ago
  •  ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First... 
    Private

    First Horizon

    Fort Lauderdale, FL
    2 days ago
  • The FP&A Analyst is responsible for supporting financial planning, forecasting, budgeting, and performance analysis across all business units. This role plays a critical part in driving financial visibility, operational efficiency, margin optimization, and strategic decision...
    Contract work
    Local area

    Ledgent

    Fort Lauderdale, FL
    2 days ago

Do you want to receive more vacancies?

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