PWM Private Wealth Advisor
$155k - $225kU.S. Bank
## PWM Private Wealth AdvisorApplylocations: Irvine, CAposted on: Posted Yesterdaytime left to apply: End Date: June 12, 2026 (28 days left to apply)job requisition id: 2026-0001074At 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***Base pay for this role usually falls within $155,000 to $225,000. 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 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 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-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: $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.** #J-18808-Ljbffr
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...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and...Private- ...is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their... ...We are seeking a results‑driven Wealth Advisor to join our growing team. This role is... ...client acquisition in financial services, private banking, or wealth management. Minimum 8–...PrivatePermanent employmentTemporary workWork at officeFlexible hours
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...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build... ...depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service...PrivateFull timeLocal area- ...Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans * Understand real...PrivateHourly payMinimum wageWork experience placementWork at officeImmediate start
$127.63k - $237.01k
...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- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Irvine, CA, United States Job Description We are actively looking... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...PrivateTemporary workWork experience placementLocal area
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$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...PrivateHourly pay$18 per hour
...Job Description LendingXpress is a technology-based private money mortgage company with a state-of-the-art front and backend system to ensure we stay in front of every lead that comes in, and that files move through processing to funding as quickly and efficiently as possible...PrivateFull timeShift workWeekend work$25.93 - $41.43 per hour
...[Products/Solutions] team provides underwriting and proactive portfolio management expertise to the Bank’s CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner across numerous bank lines and...PrivateHourly payRemote work$105k - $120k
...metrics and translate findings into insights Experience in multi-site or operationally intensive environments preferred Exposure to private equity-backed organizations is a plus Experience with Power BI or similar reporting tools preferred Strong communication,...Private$90k - $130k
...Top firm within the Northwestern Mutual Private Client Group is looking for a Private Wealth Analyst who will lead and oversee the design, creation and implementation... ...Relations Team can maintain a full calendar for Advisor(s) with 12-15 client/prospect meetings each week....PrivateWork at office- ...Loan Servicing Specialist Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company's Chief Financial Officer (CFO) in a 50/50 blended role comprised of: The administrative...PrivateWork at officeRemote work
$85k - $95k
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...financial wellness for the whole family, putting the tools of wealth-making into everyone’s hands. _________________________________... ...experience with financial modeling (e.g., investment banking, private equity, corporate finance). Highly analytical mindset with the...PrivateTemporary workWork at officeRemote workRelocation packageFlexible hours$80k - $85k
...analyzing, and presenting thoughtful solutions**What You Will Bring*** 2–4 years of experience in finance, real estate, asset management, private equity, or related field* Strong financial modeling and analytical capabilities* Advanced proficiency in Excel and PowerPoint*...PrivateLocal area$85k - $95k
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...preparation of sections of initial studies, environmental impact reports, and other related CEQA/NEPA documents for both public and private clients. Support project managers with team coordination including, but not limited to, internal meetings, client meetings, and...PrivateHourly payTemporary workWork experience placementLive inRemote workHome office$81.65k - $124.6k
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...analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and...Private$235k - $390k
...offices, New York is strongly preferred . The ideal candidate will have experience representing creditors, borrowers, hedge funds, private equity sponsors, CLOs, and other financial institutions in sophisticated restructuring and special situations financings....PrivateFlexible hours
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