Private Wealth Management Private Wealth Advisor
$185k - $215kU.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. 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 employmentBase pay for this role usually falls within $185,000.00 - $215,000.00. 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 activitiesPreferred 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 preferredLocation: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. 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: $169,380.00 - 207,020.00U.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: 2026-0029070Date posted : 2026-09-17Profession: Sales & Relationship ManagementEmployment type: Full time
$100k - $150k
Your Future TeamCrest Capital Advisors, a member of the Hightower community, based in San... ...Capital has flipped the traditional wealth management model on its head by putting service first... ...Monday-Friday.We are looking for a Private Wealth Associate who is a multi-tasker...PrivatePermanent employmentLocal areaMonday to Friday- ...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission Ongoing Expansion | Global Wealth Management Advisor Talent Focus is proud to partner with a prestigious... ...to its growing High Net-Worth Private Client practice in San Diego....SuggestedFull timePrivate practiceWork at officeImmediate start
$185k - $215k
...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...PrivateWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Certuity was founded in 2004 and became the private family office of golf champion and... ...and multigenerational families — and the advisors who serve them — exactly where they are.... ...Role Certuity is seeking exceptional wealth advisors who have built a $100M book and...PrivateWork at officeRemote workFlexible hours
$185k - $215k
...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...PrivateWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$76.5k - $127.5k
## Wealth Advisor - PNC Wealth ManagementApplylocations: CA - San Diego (92130)time type: Full timeposted on: Posted Yesterdayjob requisition... ...to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in California.PNC is an in-office company...Full timeTemporary workWork experience placementWork at office- ...Tilly Advisory Group, LP in Southern California seeks a Tax Manager in Private Wealth specializing in Trust and Estate for our SoCal region. You... ...serve clients and build the business. You will be a trusted advisor, collaborating with clients to solve complex accounting and...Private
$200k - $280k
...Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique... ...service platform of a top-tier wealth management organization. This firm specializes in... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role....PrivateFull timeWork at office- ...Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States 100% Commission... .... Our client provides advisors with an integrated financial services... ...and business financing Private equity and alternative investments...PrivateRemote work
- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered... ...advice and investment management services to our clients. We are... ...years of work experience in Private Banking or Financial Services...PrivateFull timeTemporary workWork experience placement
- ...Bernstein Private Wealth Management in San Diego, CA is seeking a Manager of Client Services to lead the sales support and client service functions... ..., while partnering with Managing Directors and Financial Advisors to deliver service excellence. This role emphasizes...PrivateLocal area
$80k - $100k
...Your Future Team: We are a growing, independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. We are passionate about supporting our clients on a journey to living their best life. While many financial advisors focus...Full timeWork at officeRemote work- Equitable Advisors seeks a driven wealth professional to build client relationships, develop financial strategies, and discuss suitable products. You will engage clients through networking, manage portfolios, and align recommendations with risk tolerance. The role includes...
$108k - $117k
Position OverviewWe are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA. This position is responsible... ...responsible for the support function of Financial Advisors and their clients Drive a positive culture...PrivateFull timeWork at officeFlexible hours$104.13k - $127.27k
...Wealth Management BankerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...- Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - Series...PrivateWork experience placement$139.23k - $163.8k
...excel at—all from Day One.Job DescriptionThe PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships... ...above $10MM net worth into Private Wealth Management. Helps with client discovery and works with wealth...PrivateFull timeWork experience placementWork at officeLocal area- ...Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform... ...investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds, driving...Private
- ...At Canter Wealth, we offer an integrated platform to help advisors grow their business. Our in-house marketing and business development team deliver qualified... .... Our back office offers full-service portfolio management and operations support, allowing advisors to focus...Full timeWork experience placementWork at office
$120k
...funding, 0% interest business credit, and private lending tailored to client goals. Through... ...properties, secures financing, and manages closing. With access to generous terms in... ...strategic partner in building long-term wealth and independence through real estate....PrivateFull timeRemote work- ...About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment... ...have long relied on Beacon Pointe's Wealth Advisors to help determine investment... ...allocation guidelines, screen investment managers for selection, evaluate fund performance...Full time
$80.37k - $98.23k
...discover what you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment... ...client experience. They are expected to communicate clearly, manage appointments efficiently, and maintain accurate documentation...Full timeWork at officeLocal area$91.62k - $111.98k
...discover what you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment... ...client experience. They are expected to communicate clearly, manage appointments efficiently, and maintain accurate documentation...Full timeWork at officeLocal area- ...Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus...
- ...Andersen in San Diego, CA seeks an experienced Manager for its Private Client Services (PCS) practice. You will oversee multiple engagement teams, guide tax planning, and mentor junior staff while delivering thoughtful, compliant client service to high-net-worth families...Private practice
$65k - $80.2k
...discover what you excel at—all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment... ...and insurance products and services Extensive knowledge of private banking products and services, including credit processes...PrivateTemporary workWork experience placementLocal area$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about... ...CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hours$160k - $220k
...Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a... ...opportunities with other top-tier CPA and Business Management firms that align with your career goals....Full timeLocal area- ...Boutique Recruiting is seeking a Financial Advisor to join a growing registered investment advisory firm. You will manage and deepen client relationships, assess goals and risk tolerance, develop investment strategies, and discuss portfolio performance and market trends...
$236.56k - $414.12k
...A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry...Private- ...Private Wealth Services AssociateA leading global law firm is seeking a Mid to Senior-Level Associate to join its Private Wealth Services... ...issuesSupervise and mentor junior attorneys while independently managing sophisticated mattersQualifications4–8 years of trusts and...PrivatePrivate practice
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