PWM Private Wealth Advisor
$118.17k - $144.43kU.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 DescriptionResponsible 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.Basic Qualifications-Bachelor's degree, or equivalent work experience-Eight or more years of experience in high and ultra-high net worth client wealth management activities-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.Preferred Skills/Experience-Strong relationship management, networking, and business development skills-Excellent talent for driving business-Thorough 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 CFPThis 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 daysIf 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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick 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-VerifyU.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: $118,170.00 - 144,430.00U.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.Job SummaryJob number: 2025-0013224Date posted : 2026-08-27Profession: Sales & Relationship ManagementEmployment type: Full time
$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...PrivateTemporary workWork experience placementLocal area3 days per week$152.37k - $186.23k
...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...PrivateFull timeWork experience placementLocal area3 days per week$75.82k - $89.2k
...discover what you excel at—all from Day One.Job DescriptionThe Private Wealth Management (PWM) Client Services Team Leader is responsible for... ...escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify...PrivateFull timeWork experience placementLocal area- The Goldman Sachs Group invites applications for a Private Wealth Advisor to build and grow a client-focused practice within our Private Wealth Management (PWM) team. You will deliver holistic wealth management advice leveraging our investment platform and exclusive opportunities...Private
- 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...PrivateWork at officeFlexible hours3 days per week
$81.52k - $95.9k
...all from Day One.Job DescriptionPrivate Wealth Management (PWM) Analysts have shared responsibility... ...retaining client relationships for PWM Private Banking. Position is focused on honing... ...skills needed to become an Associate Advisor. On the Job Training will focus on teaching...PrivateFull timeWork experience placementBank staffWork at officeLocal area$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... ...items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential...PrivateTemporary workWork experience placementLocal area- ...Phoenix -PHOE, Mesa -MESAAreas of Interest: Wealth ManagementPay Transparency Salary Range:... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to serve...PrivateWork experience placementWork at office
$98.4k - $199k
...priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice,...Private- 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
- FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client...Private
- ## Private Wealth Advisor - FineMarkApplylocations: 7600 East Doubletree Ranch Road, Suite 100time type: Full timeposted on: Posted Todayjob requisition id: 38192**About Working at FineMark Bank and Trust, a division of Commerce Bank**FineMark Bank & Trust, a division...PrivateFull time
- First Fidelity Bank is seeking a Private Banker to acquire, develop, and retain high-net-worth... ...by delivering comprehensive banking and wealth management solutions. This role serves as... ...prospective clients, build trusted advisor relationships, and collaborate with Financial...Private
- ...Zenith Private Bank & Trust in Scottsdale seeks a Private Banker to be the first point of contact for clients, delivering a professional, welcoming experience while ensuring accurate, compliant transaction processing and account opening. This role supports branch operations...Private
- MidFirst Bank in Scottsdale, AZ seeks a client‑focused Banking Support role within Private Banking to assist Private Bankers and clients. You will handle loan inquiries, manage card applications, payments, online banking, and ensure timely, accurate service while collaborating...Private
- ...friendships and have fun! SUMMARY The Private Banker is responsible for acquiring,... ...owners by delivering competitive banking and wealth management solutions. This position... ...the primary banking contact and trusted advisor for clients by providing personalized financial...PrivateWork at office
- ...The Private Banker serves as the first point of contact for clients, providing an exceptional client experience while ensuring accurate... ...clients to additional banking, lending, Treasury Management, wealth management, or other Bank services when applicable. Protect confidential...PrivateWork at officeFlexible hours
- This position will provide extraordinary customer service to the Private Bankers and clients within the Private Banking group. Responsibilities will include opening deposit accounts, managing deposit activities, responding to customer inquiries and concerns, and providing...PrivateFull time
- This position will support the Private Bankers and clients within the Private Banking group. Responsibilities Reviewing, researching, responding, and following up on all loan inquiries, concerns, and maintenance while providing high quality client service and support....Private
- ...Acuity Fund Solutions is a fund administration firm serving private equity, venture capital, real estate, private credit, hedge funds, and family offices. The Senior Fund Accountant owns the accounting process for an assigned portfolio, mentoring Associates and ensuring...Private
- A leading financial services firm in Fountain Hills, Arizona is seeking a Private Client Advisor. You will offer comprehensive financial planning and advice to individuals and families, focusing on client relationships over mere portfolio management. The ideal candidate...
- U.S. Bank in Scottsdale, Arizona is seeking a Client Services Team Leader for its Private Wealth Management division. This role involves leadership of the support staff, acting as the primary contact for banking clients and overseeing day-to-day operations. The ideal candidate...Private
- J.P. Morgan Chase in Scottsdale is seeking an experienced Financial Advisor to join Chase Wealth Management as a Private Client Advisor. You will offer comprehensive financial planning and personalized investment guidance to individuals and families. You will build relationships...
- Trajan Wealth in Scottsdale seeks a Financial Analyst to join the Internal Finance Group. You will support strategic planning, financial... ..., and ad hoc analyses of growth opportunities in AUM, annuity, private equity, tax, and estate #J-18808-Ljbffr Trajan Wealth LLCPrivate
- ...sophisticated individual investors in the country. Within the firm’s Private Client Group (PCG)—the division dedicated to Ultra-High-Net-... ...individual investors—clients with significant, multi-faceted wealth management needs.• Coach and develop a highly specialized crew,...PrivateFull timeShift work
- ...ready to take real ownership, not just execute a checklist. ABOUT ACUITY Acuity Fund Solutions is a fund administration firm serving private equity, venture capital, real estate, private credit, hedge fund, and family office clients. Built from the ground up for accuracy...PrivateWork at officeFlexible hours
$250k
...Executive Director UHNW/ Private Client Relationship Management- West Business Scottsdale, AZ, USA Up to $250,000/ year Chief... ...complex individual investors—clients with significant, multi-faceted wealth management needs. Coach and develop a highly specialized...PrivateShift work- ...Scottsdale, Arizona About this job: Are you warm, friendly, and enjoy helping seniors? We are seeking helpers and caregivers for private, non-medical senior care in Scottsdale, Arizona. This role involves assisting with easy, everyday tasks and providing companionship...PrivateFull timeTemporary workPart timeFlexible hours
- ...you can thrive both professionally and personally.Major Duties and ResponsibilitiesConduct in-depth financial analysis of public and private companies, including reviewing financial statements, credit reports, and other resources for domestic and international accounts....PrivateFull timeWork at officeRemote workRelocation
- ...Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
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