Private Wealth Advisor/Client Advisor Private Bank

Professions

Private Wealth Advisor

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.

Qualifications:

Bachelor's degree or equivalent experience.
8+ years of experience with High and Ultra High Net Worth clients.

Preferred Skills:

Strong network with excellent relationship management and business development skills.
Proven success in specific client segments or verticals.
Ability to profile clients and create tailored strategies.
Skill in coordinating a team of specialists.
Strong communication skills to explain complex concepts effectively.
A strategic advisor mindset with problem-solving passion.
Independent decision-making and business ownership mentality.
CFA or CFP designation preferred.

This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Private Wealth Advisor/Client Advisor Private Bank in Minneapolis, MN vacancy

PWM Private Wealth Advisor
$126.81k - $154.99k
## PWM Private Wealth AdvisorApply: Minneapolis, MN: Full time: Posted Yesterday... ...apply): 2026-0028305At U.S. Bank, we’re on a journey to do our... ...(PWM) Private Wealth Advisor is responsible for building a... ...professionals around high net worth clients or client relationships....
Private
Full time
Temporary work
Work experience placement
Local area
U.S. Bank
Minneapolis, MN
2 days ago
Private Client Advisor II
...Private Client Advisor II Minneapolis, Minnesota To proceed with your application, you must be... ...least 18 years of age. Acknowledge ( Bank of America employees are required to... ...clients' needs, preferences, and overall wealth strategy, being responsive to changes...
Private
Work at office
Flexible hours
Shift work
Day shift
Bank of America
Minneapolis, MN
4 days ago
Private Client Advisor II
$100k - $275k
Job Description: At Bank of America, we are guided... ...and delivering for our clients, teammates, communities... ...access to the full array of Private Bank and the bank's... ...preferences, and overall wealth strategy, being... ...prospects as their trusted advisor, providing integrated recommendations...
Private
Work at office
Flexible hours
Shift work
Day shift
Bank of America
Minneapolis, MN
3 days ago
Financial Advisor
$250k - $400k
...At Associated Bank we strive to create an inclusive... ...Role Summary Help clients and prospects identify... ...advisory, and related wealth solutions. This role partners... ...with branch teams, Private Banking, Personal Trust... ...66. ~ Bank financial advisor experience. ~ Wealth...
Private
Associated Banc-Corp
Minneapolis, MN
1 day ago
Relationship Banker
...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N....
Private
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Minneapolis, MN
2 days ago
Private Mortgage Banker (SAFE)
...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE)... ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...and offer mortgage loan products based on client needs Review and analyze low to...
Private
Hourly pay
Minimum wage
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Minneapolis, MN
1 day ago
Senior Private Banker
$102k - $190k
...Wealth Sales & Service Professional Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery... ...objective of becoming their trusted advisor. Develops relationship with...
Private
Part time
Shift work
Bmo
Minneapolis, MN
2 days ago
Senior Private Banker
$100k - $220k
...Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery... ...clients with an objective of becoming their trusted advisor. Develops relationship with client's professional...
Private
Contract work
Part time
Local area
Shift work
BMO Financial Group
Minneapolis, MN
1 day ago
Private Mortgage Banker (SAFE)
...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer... ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...and offer mortgage loan products based on client needs Review and analyze low to moderately...
Private
Hourly pay
Minimum wage
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Minneapolis, MN
5 hours ago
Finance Associate Attorney
...will work with a dynamic lender base, including private equity credit funds, hedge funds, and traditional banks, advising on complex deals from term sheet through... ...partners and senior attorneys on deal strategy and client relationships. Requirements 3-5 years of...
Private
Temporary work
Work at office
BCG Attorney Search
Minneapolis, MN
2 days ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
...Private Banker We are actively looking for exceptionally... ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...and managing their wealth. You will use your... ...Management provides individuals, advisors and institutions with...
Private
Temporary work
Work experience placement
Local area
Chase
Minneapolis, MN
4 days ago
Private Client Advisor II
...At Bank of America, we are guided by a common... ...and delivering for our clients, teammates, communities... ...access to the full array of Private Bank and the bank's capabilities... ..., and overall wealth strategy, being responsive... ...as their trusted advisor, providing integrated recommendations...
Private
Work at office
Flexible hours
Shift work
Day shift
Bank of America Corporation
Minneapolis, MN
27 days ago
Fund Accountant
...journal entries, maintaining balance sheet schedules, account and bank reconciliations, financial reporting, and supporting internal... ...budgeting, consolidations, and analysis. Experience in real estate, private equity, fund accounting, or property management preferred....
Private
Full time
Work at office
Schafer Richardson
Minneapolis, MN
5 days ago
Private Banking Assistant
$21.17 - $36.29 per hour
At Associated Bank we strive to create an inclusive culture where different perspectives... ...check on all new hires. Role Summary The Private Banking Associate supports Private... ...delivering exceptional service to high net worth clients. This role coordinates loan and deposit...
Private
Hourly pay
Associated Banc‑Corp
Minneapolis, MN
2 days ago
Wealth Advisor
...owned firm that provides comprehensive wealth and fiduciary management services to... ...service to a limited number of clients, mostly in the Twin Cities area. We... ...is a fee-only Registered Investment Advisor (RIA) independent from banks, brokerage firms, mutual fund companies...
Full time
Work at office
Remote work
Monday to Friday
Flexible hours
Weekday work
Allodium Investment Consultants LLC
Minneapolis, MN
4 days ago
Senior Consultant, Finance Transformation
$127.1k - $149.5k
...consulting environment while helping clients translate strategy into sustained execution... ...& Client GrowthServe as a trusted advisor and identify opportunities to expand finance... ...& Software, Utilities, Insurance, Banking, and/or Private Equity.Commitment to inclusion,...
Private
Work at office
Local area
Immediate start
Flexible hours
West Monroe Partners
Minneapolis, MN
1 day ago
Financial Analyst/Senior Financial Analyst
...reporting directly to our CFO. This role operates directly within our private equity-backed professional services company. You will lead our... ...for presentation to our private equity investors and banking/debt partners. Qualifications and Skills Experience: 2 to 4 years...
Private
Temporary work
Wold Architects and Engineers
Minneapolis, MN
3 days ago
Senior Investment Operations Analyst
$89.9k - $121.62k
...financial advice, investments, insurance, banking, and generosity programs to help people... ...dedicated to serving the unique needs of our clients. We focus on their goals and priorities,... ...management, corporate actions, and private assets. Analyze and report on positions...
Private
Hourly pay
Full time
Work at office
Local area
Flexible hours
3 days per week
Thrivent Financial for Lutherans
Minneapolis, MN
1 day ago
Treasury Sales Associate I - Global Payment Solutions - Middle Market
...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N....
Private
Work experience placement
Work at office
Work from home
Shift work
Day shift
Bank of America
Minneapolis, MN
3 days ago
Investment Specialist
$65k - $75k
...corporate home office, and the clients we serve. Successful... ...to a team of financial advisors and support staff... ..., annuities, SMAs, and Private Client Services Monitor... ...000 DOE Clark Wealth Management & Insurance... ...or federal savings bank. Northwestern Mutual is...
Work at office
Home office
Northwestern Mutual Life Insurance Company
Minneapolis, MN
1 day ago
Senior Credit Analyst
$75k
...Financial is a rapidly-growing Chicago-based private lender serving real estate investors who... .... We pride ourselves on supporting clients by providing unparalleled service, from the... ...real estate Credit Analyst at a community bank or private lender. Responsibilities:...
Private
Work at office
RF Mortgage
Wayzata, MN
2 days ago
Alternative Investment Product Specialist
$90k - $160k
...business line within RBC Wealth Management US. The Private Markets Specialist drives... ...product expertise, building advisor awareness with a comprehensive... ..., advisors and end clients, and with colleagues across... ...largest and most successful banks in the world. Maintaining...
Private
Full time
Work at office
Flexible hours
Royal Bank of Canada
Minneapolis, MN
more than 2 months ago
Financial Counselor
...answering patient billing questions and assist uninsured patients and clients. Primary Responsibilities Ensure timely and accurate... ...experience. Establish and maintain knowledge of public and private health care benefits Assist clients in enrolling in and...
Private
Temporary work
For contractors
Work at office
Local area
Cedar Riverside People'
Minneapolis, MN
17 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...business where you can help your clients achieve their goals through... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... ...Services), a federal savings bank. NM and its subsidiaries are...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Minneapolis, MN
4 days ago
Corporate Finance Associate (Mid-level) - Minneapolis
$205k - $260k
...complex deals, including syndicated credit facilities, acquisition financings, and private credit facilities. Associates in this group receive meaningful responsibility, direct client contact, and opportunities to work on matters across industries and jurisdictions....
Private
Direct Counsel
Minneapolis, MN
23 days ago
Ophthalmology Physician
...do refractive surgery Prestigious Opportunity: 5th Largest Eye bank, providing a specialized service to the region Growth & Leadership... ...low cost of living compared to other metros. Education: Superb private, public and charter options for all ages. Community Attributes:...
Private
Live in
Relocation package
The Medicus Firm
Minneapolis, MN
4 days ago
Private Wealth Advisor
...Job Description Job Description Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie... ...their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated...
Private
Work experience placement
Work at office
Seleskie Financial
Saint Paul, MN
23 days ago
Fund Accountant
...a Fund Accountant at GPFS, what you do makes an impact—driving client success, supporting investors, and deepening relationships, as you... ...future. What You'll Do: Oversee treasury operations—from bank reconciliations and disbursements to detailed cash reporting....
Work at office
Trial period
GP Fund Solutions, LLC
Minneapolis, MN
2 days ago
Relationship Banker
$17 - $28.96 per hour
...Job Duties At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then...
Hourly pay
Full time
Immediate start
Shift work
Associated Banc-Corp
Minneapolis, MN
1 day ago
Financial Advisor Services Consultant
$55k - $95k
...have the opportunity to help our clients thrive and our communities... ...shared purpose. As a Financial Advisor Services Consultant, you will... ...and clients’ onboarding to RBC Wealth Management. What will you... ...largest and most successful banks in the world. Maintaining a workplace...
Full time
Flexible hours
Royal Bank of Canada
Minneapolis, MN
more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor/Client Advisor Private Bank. Be the first to apply!