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

PWM Senior Private Wealth Advisor

$143.91k - $169.3k

U.S. Bank

Job Opportunity At 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 atall 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

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working 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.

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

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: $143,905.00 - $169,300.00

U.S. Bank
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the PWM Senior Private Wealth Advisor in Scottsdale, AZ vacancy
  • U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have... 
    Senior
    Private
    Work at office
    Flexible hours
    3 days per week

    Hong Kong Study Skills Research Institute

    Scottsdale, AZ
    4 days ago
  • $111.61k - $134.65k

    Position Overview PWM Private Wealth Advisor job at U.S. Bank in Scottsdale, AZ. At U.S. Bank, we help customers and businesses make better financial decisions and support communities. We offer varied opportunities for career growth. Job Description Responsible for retention... 
    Private
    Temporary work
    Work experience placement
    Local area
    3 days per week

    Hong Kong Study Skills Research Institute

    Scottsdale, AZ
    5 days ago
  •  ...ensuring compliance with fiduciary guidelines. The ideal candidate will have 15+ years of experience managing portfolios within a wealth management company, strong leadership skills, and relevant educational qualifications. Competitive benefits and a dynamic work environment... 
    Senior
    Private

    FineMark National Bank & Trust

    Scottsdale, AZ
    3 days ago
  • A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate... 
    Senior
    Private

    Mercantil Commerce Bank

    Scottsdale, AZ
    5 days ago
  • $140k - $175k

    A leading mortgage lender is seeking a Senior Credit Underwriter in Scottsdale, Arizona. This role involves evaluating lending opportunities...  ...7 years of experience in Commercial Real Estate banking or private lending, with strong knowledge of financial analysis and loan... 
    Senior
    Private

    NewRez LLC

    Scottsdale, AZ
    6 days ago
  • $105k - $140k

    A financial services institution seeks a Private Banker II in Scottsdale, Arizona, to manage personal and business banking relationships for high-net-worth clients. The role includes driving deposit and growth opportunities while ensuring exceptional client service. Candidates... 
    Senior
    Private

    Busey Bank

    Scottsdale, AZ
    4 days ago
  • Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus... 
    Private

    Goldman Sachs

    Phoenix, AZ
    5 days ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra...  ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive... 
    Private

    Goldman Sachs

    Phoenix, AZ
    5 days ago
  • Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ Arizona, United States Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management... 
    Private
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Phoenix, AZ
    2 days ago
  • Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ location_on Arizona, United States Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... 
    Private
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Scottsdale, AZ
    2 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Phoenix, AZ. You will offer comprehensive financial planning and investment advice to clients. The role demands strong relationship-building skills and integrity in serving clients' financial needs... 
    Private

    JPMorganChase

    Phoenix, AZ
    2 days ago
  •  ...Hiring Task-Based Helpers for Seniors in Phoenix, Arizona, 85009 Phoenix, Arizona, 85009 About this job: Are you warm, friendly, and...  ...enjoy helping seniors? We are seeking Helpers and caregivers for private, non-medical senior care in Phoenix, Arizona, 85009 . T his role... 
    Senior
    Private
    Full time
    Temporary work
    Part time
    Flexible hours

    Within

    Phoenix, AZ
    5 hours ago
  • $75.82k - $89.2k

     ...what you excel at—all from Day One. Job Description The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership...  ...escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify... 
    Private
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Scottsdale, AZ
    2 days ago
  • $75.82k - $89.2k

     ...discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Analysts have shared responsibility for soliciting,...  ...opportunities that may be acted on with the general oversight of an Advisor. Provides Partners with in-depth analysis of client... 
    Private
    Temporary work
    Work experience placement
    Work at office
    Local area

    Us Bank

    Scottsdale, AZ
    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... 
    Senior

    Beacon Pointe Advisors

    Scottsdale, AZ
    3 days ago
  •  ...Senior Loan Processor page is loaded## Senior Loan Processorremote type: On-sitelocations: LC11019 - 14555 North Scottsdale Road, Scottsdale...  ...ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout... 
    Senior
    Private
    Temporary work
    Local area

    CrossCountry Mortgage

    Scottsdale, AZ
    1 day ago
  • A global professional services firm is seeking a Senior Associate to join their Private Equity Performance Improvement team in Phoenix, AZ. The role involves delivering large client engagements focused on IT diligence, merger integration, and business transformation. Candidates... 
    Senior
    Private

    Alvarez & Marsal Deutschland GmbH

    Phoenix, AZ
    5 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Phoenix, AZ
    4 days ago
  •  ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial... 
    Private
    Work experience placement
    Work at office

    BOK Financial

    Phoenix, AZ
    4 days ago
  •  ...worldwide ~ Fortune 500 ~ Globally unified systems The Senior Credit Analyst provides data-driven recommendations for new and...  ...Responsibilities Conduct in-depth financial analysis of public and private companies, including reviewing financial statements, credit... 
    Senior
    Private
    Full time
    Work at office
    Remote work
    Worldwide
    Relocation

    Expeditors

    Scottsdale, AZ
    5 days ago
  •  ...Specialist in Phoenix, Arizona. This role involves accounting responsibilities for management companies of various venture capital and private equity funds across North America. Key duties include performing accounts payable and receivable tasks, preparing 1099s, and... 
    Senior
    Private
    Local area

    Standish Management UK

    Phoenix, AZ
    4 days ago
  •  ...full-time Interventional Radiologist in Scottsdale, Arizona. This unique position allows for a high-level consultative practice in a private setting with no diagnostic responsibilities, ensuring excellent work-life balance and professional autonomy. The role promises... 
    Senior
    Private
    Full time

    Salem Health Hospitals & Clinics

    Scottsdale, AZ
    4 days ago
  •  ...candidate has at least 10 years of experience in golf course management, strong agronomic skills, and excellent leadership capabilities. This position offers a chance to work within a respected agronomy program in the private club sector. #J-18808-Ljbffr AZ MetroScapes, Inc.
    Senior
    Private

    AZ MetroScapes, Inc.

    Scottsdale, AZ
    4 days ago
  •  ...Senior Loan Processor CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,...  ...recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout... 
    Senior
    Private
    Temporary work

    CrossCountry Mortgage

    Scottsdale, AZ
    6 days ago
  •  ...operations to support growth. About the Role We are seeking a Senior Financial Analyst to support the finance team with rigorous...  ..., preferably in a corporate finance environment ~ Prior Private Equity (PE) ownership experience required ~ Bachelor's degree... 
    Senior
    Private

    Open Tech Services Inc

    Phoenix, AZ
    4 days ago
  •  ...We are seeking a Senior Financial Analyst with strong data and visualization capabilities to support complex reporting, analytics, and...  ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy... 
    Senior
    Private

    Insight Global

    Phoenix, AZ
    2 days ago
  • Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while providing... 
    Private

    Goldman Sachs Group, Inc.

    Phoenix, AZ
    2 days ago
  • Goldman Sachs Bank AG is hiring a Private Wealth Advisor in Scottsdale, Arizona. In this role, you will leverage your background to establish client relationships and provide holistic wealth management advice. Ideal candidates have over four years of experience in financial... 
    Private

    Goldman Sachs Bank AG

    Scottsdale, AZ
    2 days ago
  • BOK Financial in Scottsdale, AZ is hiring a Private Wealth Advisor to cultivate and maintain relationships with high net worth clients, offering tailored investment solutions. The role involves monitoring client portfolios and collaborating with financial planning teams... 
    Private

    Itlearn360

    Scottsdale, AZ
    4 days ago
  •  ...clients to help them manage their financial futures. Successful candidates will have a FINRA Series 7 license and will be focused on wealth management, including retirement planning and investment management while adapting to market conditions. #J-18808-Ljbffr Charles... 
    Senior

    Charles Schwab Corporation

    Phoenix, AZ
    3 days ago

Do you want to receive more vacancies?

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