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

Private Wealth Management Senior Private Wealth Advisor

$180.27k - $220.33k
Full-time

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 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

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: $180,270.00 - 220,330.00

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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Management Senior Private Wealth Advisor in Bellevue, WA vacancy
  •  ...a respected financial institution expanding its Private Banking team across the Western United States. The...  ...will develop relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy... 
    Senior
    Private

    Boutique Recruiting

    Kirkland, WA
    1 day ago
  • EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client...  ...and participate in succession planning with senior advisors. The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong... 
    Senior
    Full time

    EP Wealth Advisors

    Kirkland, WA
    3 days ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored...  ...in Bellevue, WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a... 
    Senior

    Charles Schwab

    Bellevue, WA
    5 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and tailored investment advice to individuals and families, building long-term relationships and delivering exceptional client experiences... 
    Private

    JPMorgan Chase & Co.

    Bothell, WA
    3 days ago
  • Goldman Sachs Private Wealth Management seeks professionals to deliver exceptional client service and tailored wealth strategies for ultra-high...  ...worth clients. You will work closely with Private Wealth Advisors to onboard new relationships, align portfolios with client... 
    Senior
    Private

    Goldman Sachs

    Seattle, WA
    3 days ago
  • Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking...  ...service platform of a top-tier wealth management organization. This firm specializes in...  ...of experience as a Wealth Advisor, Private Banker, or in a related advisory role.... 
    Senior
    Private
    Work at office

    International Search Consultants

    Seattle, WA
    2 days ago
  •  ...Associate Advisor Greater Seattle Area ISC's Financial Services...  ...in delivering customized wealth management and investment advisory...  ...Working alongside Advisors and Senior Advisors, this individual will...  ...within wealth management, private wealth, family office, or investment... 
    Private
    For contractors
    Work at office

    International Search Consultants

    Seattle, WA
    20 hours ago
  • Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition... 
    Senior

    Modern Wealth Management

    Seattle, WA
    1 day ago
  • A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of... 
    Senior
    Work at office

    Next Level Recruiting, LLC

    Seattle, WA
    2 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment...  ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Seattle, WA
    1 day ago
  • JCW Group, a Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule. The ideal candidate brings... 
    Private
    Remote job
    Flexible hours

    JCW Group

    Seattle, WA
    5 days ago
  • KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals...  ...trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while... 
    Senior
    Private

    KeyCorp

    Seattle, WA
    5 days ago
  •  ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role...  ...Advice team, you will partner with advisors and clients to deliver holistic, goals... 
    Private
    Work at office

    Chase

    Bellevue, WA
    4 days ago
  • $140k - $200k

     ...Job Title: Senior Wealth AdvisorJob Description The Senior Wealth Advisor role is a direct-hire opportunity with a fast-growing, Bellevue-based registered investment...  ...and focuses on serving as a primary relationship manager and trusted advisor to an established group of... 
    Senior
    Permanent employment
    Work at office
    Monday to Friday

    Aston Carter

    Bellevue, WA
    2 days ago
  •  ...opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as...  ...and committed to meeting the banking, lending and wealth management needs of its clients. Mechanics Bank now provides a... 
    Full time
    Work at office
    Local area

    LPL Financial

    Bellevue, WA
    2 days ago
  • J.P. Morgan Private Wealth Planner (VP) within Wealth Planning and Advice partners with advisors and clients to deliver holistic, goals-based planning as part of the Planning...  ...through asset allocation and wealth management solutions. The role requires strong communication... 
    Senior
    Private

    Next Frontier Capital

    Bellevue, WA
    3 days ago
  • The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central...  ...and Advice team, you will partner with advisors and clients to deliver holistic, goals‑based... 
    Private
    Work at office

    JP Morgan Chase

    Bellevue, WA
    9 hours ago
  • U.S. Bank is seeking a Senior Private Wealth Management/Private Banking professional to develop, manage, and retain high-net-worth client relationships. You will provide counsel and high-level service while ensuring compliance with banking regulations and credit policies... 
    Private

    U.S. Bank

    Seattle, WA
    4 days ago
  • U.S. Bank's Private Wealth Management (PWM) Private Banking group is seeking an experienced professional to develop, manage, and retain full-service relationships with high-net-worth clients. You will provide advisory services and high-level customer service to meet clients... 
    Private

    US Bank

    Seattle, WA
    1 day ago
  • Leah Yosef International in Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division... 

    Leah Yosef International

    Bellevue, WA
    18 hours ago
  •  ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades... 

    Next Frontier Capital

    Bellevue, WA
    3 days ago
  • $128k - $252.5k

     ...complex transactions with corporate and private equity clients, this role offers the opportunity...  ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M...  ...operating model considerationsSupport Managers and engagement teams in evaluating options... 
    Senior
    Private
    Local area

    Deloitte

    Seattle, WA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients... 

    JPMorgan Chase & Co.

    Seattle, WA
    2 days ago
  • JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping... 

    JPMorgan Chase & Co.

    Bellevue, WA
    1 day ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth...  ...are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The... 
    Senior

    Beacon Pointe Advisors

    Seattle, WA
    5 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades... 

    Next Frontier Capital

    Bellevue, WA
    4 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring...  ...with Blue Trust's approach to client counsel. Manages an affluent client base by interpreting and delivering new... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Seattle, WA
    1 day ago
  • Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies...  .... Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. Mentor Associate Portfolio Managers and... 
    Senior
    Private
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Bellevue, WA
    1 day ago
  •  ...Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning...  ...net-worth clients. You will work with KPB Wealth Planners and external professionals to craft...  ...matters, and client relationship management, with a focus on preserving legacies and... 
    Senior

    KeyBank

    Seattle, WA
    3 days ago
  •  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...  ...marketing and administrative support to Private Client Advisors within Wealth Management. Job... 

    JP Morgan Chase

    Bellevue, WA
    3 days ago

Do you want to receive more vacancies?

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