PWM Private Wealth Advisor
$149.52k - $175.9kU.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. 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: $149,515.00 - $175,900.00 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. 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.
$36k - $50k
...Job Description Benefits: ~401(k) ~ Bonus based on performance ~ Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group Upland, CA Full-Time Start your career in financial services with a growing boutique firm that will...PrivateFull timeWork at office- ...WestLAND Group is a full-service civil engineering and land surveying company providing creative and innovative solutions to public and private clients throughout California since 2000. The firm specializes in civil engineering/site development; utility engineering;...Private
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...Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path... ...Location: In Person (Upland, CA) Industry: Wealth Management / Financial Planning... ...Role. Read This Carefully. Zapata Private Wealth Group is seeking a bilingual, licensed...PrivateWork at officeRemote work- Security Analyst Location: Rancho Cucamonga CA (Onsite) Duration: FTE/Contract Job Description: Collaborate to define IT security standards and develop supporting organizational policies Experience with legal and regulatory compliance standards such as...Contract work
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...studio. We love to speak with students, inexperienced, and experienced massage therapists with a wide variety of experience from private, medical massage therapy, resort spa / medical spa experience, and much more. Legal Disclaimer ©2023 Elements Therapeutic...PrivateFull timeFlexible hours$130k - $190k
...to beaches, skiing, hiking, and a variety of other outdoor activities. This growing region has a low cost of living and excellent private and public school systems. Faculty members are eligible for federal student loan forgiveness programs. Compensation & Benefits...PrivateWork experience placementRelocation package- Job Description Job Description Skip the line and apply on our website: -a-pro About Us TeachMe.To is the leading peer-to-peer lessons marketplace, on a mission to connect independent Tennis coaches in Santa Rosa | TeachMe.To with aspiring players. As a fast-...PrivateFull timeImmediate startFlexible hours
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$2,115 per week
...responsibilities will be provided upon assignment. Benefits: The benefits of taking a travel assignment with Cross Country include: * Private housing or generous housing allowance * Comprehensive health insurance with prescription coverage * Dependent health insurance with...PrivateShift workNight shift- ...Job Description Job Description InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & surrounding cities! We supply the clients, you set the...PrivateFull time
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...with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve...PrivateHourly payWorldwide$250k
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