PWM Private Wealth Advisor
$165k - $200kU.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 $165,000 to $200,000. 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 preferredLocationThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other 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: $152,370.00 - 186,230.00U.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.SummaryLocation: Atlanta, GAType: Full time
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra... ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...Private
- Overview Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...to reach their financial goals. Our advisor-led wealth management businesses provide... ...-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management...PrivateApprenticeship
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across a spectrum from saving beginners to high-net-worth individuals, delivering...Private
- Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals in Atlanta to deliver exceptional client service and assist... ...-high-net-worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee onboarding, risk,...Private
- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire high-net-worth client relationships and deliver holistic wealth solutions. The role focuses on growing assets, deposits, and lending relationships while coordinating a team...PrivateLocal area
- Our client is a leading private wealth and banking organization with a significant presence in Atlanta, serving individuals, families, businesses... ..., GA Business: Private Wealth Management Level: Senior Advisor / Director About Our Client Our client is a leading private...PrivateLocal areaRelocation package
- ...Goldman Sachs is looking for a Business Development Professional in Atlanta to support their Private Wealth Management team. This role involves working closely with Private Wealth Advisors, analyzing investment portfolios, and developing marketing presentations for...Private
- ...product, system or application of the Truist Wealth platform including but not limited to:... ...efficiency, risk management, client and advisor experience, and asset and revenue goals.... ...training Five years of financial services, private banking, Brokerage or wealth management...PrivateFull timePart timeWork at officeShift workDay shift
- Goldman Sachs is looking for a Private Wealth Advisor in Atlanta to develop client relationships and deliver holistic private wealth management advice. You will utilize your background and entrepreneurial spirit to grow a client base while providing unparalleled service...Private
- The Goldman Sachs Group is seeking a Private Wealth Advisor in Atlanta, Georgia. This role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals. Candidates should have a minimum of 4 years...Private
- Bank of America’s Merrill Wealth Management seeks an Elite Growth Practice Private Wealth Relationship Manager Trainee to develop and service the FA teams’ client base, pursuing assets and deepening relationships with Merrill partners to deliver a full breadth of solutions...PrivateTraineeship
- Lido Advisors, an independent investment adviser, seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around clients you are passionate about serving. You will own and grow a book...PrivateWork at office
- GRN Shoreline in Atlanta is seeking a Senior Advisor / Director-level Private Wealth Advisor to lead relationships with ultra-high-net-worth clients, coordinating resources across investment, trust, banking, lending, and planning to build, preserve, manage, and transfer...Private
- The Goldman Sachs Group is seeking a Private Wealth Advisor to build a sustainable client business and provide holistic private wealth management advice that helps clients grow and protect wealth. You will nurture client relationships, partner with internal and external...Private
- Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have...PrivateFlexible hours
$200k - $225k
Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...PrivateWork at office- Wealth Advisor We are seeking a client-focused Wealth Advisor to deliver comprehensive financial planning and investment management services... ...Coordinate with internal specialists (tax, trust, insurance, private banking) and external advisors (attorneys, accountants) to...Private
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President As a Private Wealth Advisor, you will: Leverage your unique background and experiences to build a business within Goldman Sachs Establish, nurture and grow client...Private
$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- ...with a high-performing regional banking institution to recruit a Private Client Relationship Manager in Atlanta, GA. The role focuses on... ...and planning-led solutions across lending, deposits, and wealth management. The candidate should bring senior relationship experience...Private
$78.5k - $163k
...the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... ..., opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You’ll Do We provide outsourced...PrivateFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours- ...organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises,...PrivateFull time
$95.6k - $188.4k
...Required QualificationsBachelor’s degree in Finance, Business, Law, Criminal Justice, or a related fieldMinimum 4+ years of experience in private or public sector AML and/or sanctions-focused activities, including project management experienceAbility to travel up to 75%, based...PrivateVisa sponsorship$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- ...TwinThread is seeking a Private Banker in Atlanta, GA. The ideal candidate will manage client relationships and advise on wealth management using extensive financial expertise. You will work collaboratively within J.P. Morgan's U.S. Private Bank to deliver exceptional...Private
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential... ..., brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.)....PrivateWorldwide
- BCG Attorney Search in Atlanta seeks a Senior Associate with 5-7 years of leveraged finance and private credit experience to join its Finance & Financial Services practice. The candidate will handle cross-border deals, oversee multi-lender financings, and manage client...Private
$48.43k - $57.92k
...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, consultants...PrivateFull timeFlexible hours- ...practice in Atlanta. The ideal candidate will have significant experience in leveraged finance, representing financial institutions and private credit funds in complex transactions. This role involves direct client interaction and managing transactions to closure in a...Private
- ...financial content to improve accuracy and usefulness. Remote, part-time contractor role suitable for experienced finance professionals. Ideal candidates have 3+ years in private equity, investment banking, equity research, or related fields, with #J-18808-Ljbffr YO AI LabsPrivateRemote jobPart timeFor contractors
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 Atlanta, GA
- senior financial advisor Atlanta, GA
- strategic finance associate Atlanta, GA
- financial advisor part time Atlanta, GA
- oracle financial functional consultant Atlanta, GA
- associate leveraged finance Atlanta, GA
- entry level financial advisor Atlanta, GA
- wealth advisor associate Atlanta, GA
- junior oracle financial functional consultant Atlanta, GA
- financial advisor development program Atlanta, GA

