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 Description
Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements.
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
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Preferred Skills/Experience
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Strong relationship management, networking and business development skills and a holistic view of the client
Ability to partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, interpersonal, verbal and written communication skills
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: $118,170.00 - 144,430.00
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.
- FNBO seeks a Private Wealth Advisor to serve ultra‑affluent clients with investible assets >$5M, guiding long-term planning and wealth preservation. You will work with a dedicated team to deliver education, advice and tailored solutions. The role emphasizes fiduciary standards...Private
- TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies, and guide clients into retirement while collaborating with internal specialists. You will drive growth...PrivateFlexible hours
- JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving, and managing their wealth. You will use knowledge of investments, financial planning, credit, and banking to serve current clients and generate...PrivateLocal area
- First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients with invested assets >$5M, delivering personalized education, guidance and holistic wealth solutions. You will work with a dedicated team to manage investment, fiduciary, and planning...PrivateWork at office
$115k - $175k
...see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The...PrivateContract workTemporary workWork at officeLocal area$105.4k - $207.8k
...you will be responsible for… Supporting transaction strategy, diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth strategiesDeveloping business...PrivateLocal areaVisa sponsorship$159.97k - $188.2k
...things, learn new skills and discover what you excel at-all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private...PrivateTemporary workWork experience placementLocal area$128k - $252.5k
...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations...PrivateLocal area- ...Investment Adviser Position at Skybound Wealth Management USASkybound Wealth Management... ...closely with internal teams, including tax advisors, estate planners, and portfolio managers,... ...wealth management, financial advisory, or private banking.Certifications: Series 65, Series...PrivateLocal area
- ...Corporate Finance Division. This position offers exposure to a broad range of transactional matters, including mergers and acquisitions, private equity investments, and capital markets work for sophisticated national clients on dynamic, fast-paced deals. Qualified applicants...Private
- ...Financial Associate to manage corporate financial models and support strategic planning. The role requires 2-4 years of experience in private equity or related sectors, strong analytical skills, and proficiency in Excel. The candidate should possess excellent communication...PrivateLocal area
$83.2k - $178.8k
...Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients. Role Specific Job Duties Primarily... ...client financial planning interactions, supporting wealth advisors across client advice topics Ensure clients have a positive financial...PrivateWork at officeLocal areaFlexible hours- ...Premier Client Banker - PNC Wealth ManagementSkip to main content#Premier Client Banker - PNC Wealth Management page is loaded## Premier... ...a joint Banking and Investing partnership with a PNC Financial Advisor.* Ensures a strong client commitment and advocacy by delivering...PrivateFull timeTemporary workPart timeWork experience placementWork at office
- ....Strategic Modeling & Scenario Analysis:Build and maintain supporting models for debt financing, refinancing, credit facility, and private debt placement analyses.Maintain debt schedules, liquidity forecasts, and supporting analyses used in financing discussions.Maintain...PrivateFull timeContract workWork at office
- ...communities. Together, there's no stopping you! Job Title: VP, Private Banking Essential Duties and Responsibilities: Develop and... ...stations, typewriters, calculators, and copier Thorough knowledge of Wealth Management procedures, bank operations, products and services...PrivateWork at officeLocal area
- ...and ad hoc projects for Gateway’s CFO, CEO, and VP of Finance. Qualifications Experience & Background 2‑4 years of experience in private equity (ideally infrastructure), infrastructure‑related investment banking, transaction services, consulting, or relevant commercial...Private
- NBH Bank is seeking a Private Banking professional in Kansas to build and manage strong relationships with high-net-worth clients. The role emphasizes proactive client service, financial acumen, and risk-aware decision making, with collaboration across departments to grow...Private
$46.12k
...the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates,...PrivateFull timeFlexible hours- ...Application Deadline: 08/26/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of...PrivateLocal area
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...drive transactions forward from day one. Key Responsibilities Manage, lead, or significantly contribute to mergers and acquisitions, private equity and leveraged buyout transactions, and capital markets matters. Support corporate governance initiatives and advise on...PrivateFull timeImmediate start
- ...by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
- ...leadership and communication skills. Experience leading, managing, or substantially contributing to mergers and acquisitions, or private equity investment / leveraged buyout transactions, and/or capital markets transactions is required. Additional experience with respect...PrivateWork at office
$105k - $123.5k
...Private Banking Relationship Manager III Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment...Private- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships with a diverse client base, offer advised solutions, and leverage Chase referrals...
- ...airports and military installations worldwide. The Fueling Staff Structural Engineer will perform engineering and consulting services for private airlines, public airport, or city entities and the US Department of defense. Typical projects range in size and complexity from...PrivateWorldwide
- Enterprise Bank & Trust in Missouri seeks a VP, Private Banking to lead client acquisition and wealth-management solutions for high-value clients. You will coordinate bank partners to deliver proactive service and drive loan/deposit growth while maintaining credit quality...Private
- ...long-standing community-focused bank, seeks a Vice President of Private Banking to lead client acquisition and service for high-net-... ...collaboration with internal partners to deliver tailored banking and wealth-management solutions. Responsibilities include cross-selling,...Private
- Enterprise Bank & Trust is seeking a VP of Private Banking to lead growth and client strategies in a dynamic financial services environment... ...will partner with internal stakeholders to deliver tailored wealth management solutions and superior client service. The role...Private
- Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and service strategies. You will coordinate with internal partners, oversee high-net-worth relationships, and drive loan and deposit growth while managing credit quality and risk. The...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Private Wealth Advisor. Be the first to apply!
- financial planner cfp Kansas City, MO
- senior financial advisor Kansas City, MO
- strategic finance associate Kansas City, MO
- financial advisor part time Kansas City, MO
- associate leveraged finance Kansas City, MO
- entry level financial advisor Kansas City, MO
- junior oracle financial functional consultant Kansas City, MO
- financial advisor development program Kansas City, MO
- jde finance consultant Kansas City, MO
- estate planning consultant Kansas City, MO

