PWM Private Wealth Advisor
$119.77k - $140.9kU.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 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. 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 CFP 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 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 Review 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: $119,765.00 - $140,900.00 U.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
$87.4k - $123.4k
...Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice...Private16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$81.52k - $95.9k
...discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Analysts have shared responsibility for soliciting,... ...superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the Analyst...PrivateFull timeTemporary workWork experience placementBank staffWork at officeLocal area$92.82k - $109.2k
...Private Wealth Management (PWM) Private Wealth Advisor Partner Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor...PrivateTemporary workWork experience placementWork at office3 days per week$193k - $280k
...Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness,...PrivateWork at office- ...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateMinimum wageWork at officeLocal areaVisa sponsorshipShift work
- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution &... ...work plan sponsor relationships, including government, retail and private. This position will be responsible for 403(b)/457 enrollment...Private
- ...About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential...PrivateWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...Private
$80k - $120k
...utilities and infrastructure, mission critical/data centers, and more. Extensive experience providing site design for a broad range of private development that includes corporate office, multifamily, urban, mixed-use, and residential development. Additionally, our public...PrivateWork at officeLocal area- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
- ...recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout... ..., and a wellness program.**Position Overview:** The Mortgage Advisor serves as a liaison between the organization’s internal and external...PrivateTemporary workLocal area1 day per week
- ...Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position offers a structured training program and mentorship, emphasizing relationship management and personal client engagement...
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area- ...Events Worker The Events Division of the Oregon Zoo is looking for Seasonal Events Workers to assist with implementing public and private events with a focus on installation, operation, and teardown of ZooLights. As the Seasonal Event Worker you will: Set up and...PrivateWork experience placementSeasonal workFlexible hoursShift workNight shiftAfternoon shift
$110k - $120k
...and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market... ...custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client...Work at officeRemote work$85k - $105k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our clients' goals and aspirations...Work at officeLocal areaRemote work2 days per week$85k - $105k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The Associate Wealth Advisor partners closely...Work at officeLocal areaRemote work3 days per week- ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a...
$62k - $80k
...company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on...PrivateHourly payDaily paidFull timeContract workFor contractorsWork at officeLocal areaMonday to Friday- ...key role in expanding our Tualatin/Sherwood location, which is scheduled to open in February 2026. As the largest physician-owned private practice urology group in the Portland metropolitan region, Northwest Urology, LLC has maintained strong affiliations with the...PrivateFull timePrivate practice
$425k
...green city in more ways than one—279+ city parks and #9 on WalletHub’s “Greenest Cities in America” Some of the top public and private schools in the state as well as local colleges and universities No state sales tax and an international airport that offers...PrivateFull timeTraineeshipCasual workLive inLocal areaImmediate start- ...Diagnose and treat work-related injuries, perform pre-placement, DOT, public safety, and surveillance physical examinations for varied private companies and governmental agencies Evaluate and treat urgent care patients on a walk-in basis EMR: Allscripts...PrivateMonday to Friday
- ...green city in more ways than one—279+ city parks and #9 on WalletHub’s “Greenest Cities in America” Some of the top public and private schools in the state as well as local colleges and universities No state sales tax and an international airport that offers...Private16 hoursFull timeCasual workLive inLocal areaImmediate startWork from homeFlexible hoursShift workWeekend work
- ...licensed Physical Therapists who want to deliver exceptional one-on-one care to older adults right where they live. Whether treating in private residences or within Senior Living Communities, you'll help patients improve mobility, independence, and quality of life through...PrivateBi-weekly payFull timePart timeReliefH1bWork from homeVisa sponsorshipFlexible hours
$50.14 - $77.83 per hour
...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateMinimum wageFull timeLocal areaShift work$80k - $130k
...roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical...Work experience placementWork at officeWork from home$50.14 - $77.83 per hour
...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateDaily paidMinimum wageFull timeWork at officeLocal areaShift workDay shift$53.19 - $82.58 per hour
...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateDaily paidMinimum wageFull timeLocal areaShift workWeekend workDay shiftAfternoon shift$50.14 - $77.83 per hour
...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateMinimum wageFull timePart timeLocal areaShift workDay shift$57.3 - $82.6 per hour
...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateMinimum wagePart timeLocal areaShift workNight shiftWeekend workWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Private Wealth Advisor. Be the first to apply!
- project finance associate Portland, OR
- financial planner Portland, OR
- financial planning associate Portland, OR
- financial advisor associate Portland, OR
- jde finance consultant Portland, OR
- financial advisor development program Portland, OR
- associate leveraged finance Portland, OR
- finance associate Portland, OR
- private wealth advisor Portland, OR
- financial planner cfp Portland, OR

