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$130k
...Wealth Advisor Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA... ...elevate your career with a leading wealth management company with a commitment to giving... ...Lead Advisors Deliver family office/private client/integrated wealth/emerging wealth...SuggestedFull timeImmediate 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- ...entrepreneurial environment—empowering advisors to focus on clients, growth,... ...seeking experienced Senior Wealth Advisors to join their team in... ...a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership...PrivateWork at officeLocal areaRemote work
$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$60k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...Temporary workWork at officeImmediate startFlexible hours- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic...PrivateFull timeWork experience placementWork at office
- ...Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...("BofA Corp."). Bank of America Private Bank is a division of Bank of America,...PrivateInterim roleWork at officeLocal areaImmediate startShift workDay shift
$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- ...Private Banker We are actively looking for exceptionally talented individuals who... ...families on building, preserving and managing their wealth. You will use your knowledge of investments... ...Management provides individuals, advisors and institutions with strategies and expertise...PrivateTemporary workWork experience placementLocal area
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
- ...Vice President, Tax - Private Wealth About the Company Globally-recognized private markets... ...& Professional Services Investment Management Banking Finance FinTech... ...compliance, coordinating with external advisors, and managing a range of tax obligations...Private
$85k - $120k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...financial planning, investment management, business management, tax, estate, insurance... ...methodology here. Job Summary: The Wealth Advisor, Guided Investing, focuses on deepening...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$65k - $80.2k
...what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment... ...insurance products and services Extensive knowledge of private banking products and services, including credit processes and...PrivateTemporary workWork experience placementLocal 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
- ...Wealth Management Client Associate San Diego, California To proceed with your application... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...(“BofA Corp.”). Bank of America Private Bank is a division of Bank of America,...PrivateSeasonal workWork at officeWork from homeShift workDay shift
$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- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...other customers in the Branch. You will manage their complete banking relationship... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...PrivateImmediate startAfternoon shift
$75k - $105k
...you passionate about investing, portfolio management, and helping clients navigate complex market environments? Our Private Wealth Management team is seeking a Senior Wealth... ...investment objectives Partner with Financial Advisors to develop customized investment solutions...PrivateFull timeWork at officeFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The...
- ...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
$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- ...individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial...
$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. Role...PrivateFull timeRemote work- ...the finance industry together. Schwabs Wealth Advisory team embodies our firms commitment... ...to investing. As an Associate Wealth Advisor, you will be responsible for supporting... ...leverage your client service and wealth management expertise by providing customized financial...Work at office
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within... ...develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate...PrivateRemote work$72k - $77k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform...PrivateFlexible hours$75k - $80k
...exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior...PrivateWork at officeWorldwideFlexible hours- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private
$76.32k - $127.21k
...qualified Senior Financial Planner to support advisors in all aspects of financial plan design... ...Planning. Maintain knowledge of all Wealth Planning offerings. Engage with the... ...limited to retirement, personal wealth management, risk management, and education planning...Work at officeWork from home
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