Private Wealth Management Senior Private Wealth Advisor
$180.27k - $220.33kU.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 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: $180,270.00 - 220,330.00U.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: Seattle, WA; Bellevue, WAType: Full time
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking... ...service platform of a top-tier wealth management organization. This firm specializes in... ...of experience as a Wealth Advisor, Private Banker, or in a related advisory role....SeniorPrivateWork at office
- Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition...Senior
- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of...SeniorWork at office
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver...SeniorPrivateFull timeWork experience placementWork at office
- ...Job Description Associate Advisor Greater Seattle Area ISC... ...in delivering customized wealth management and investment advisory solutions... ...alongside Advisors and Senior Advisors, this individual will... ...clients within wealth management, private wealth, family office, or...PrivateFor contractorsWork at office
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored... ...in Bellevue, WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a...Senior
$140k - $180k
...have experience working with financial advisors and wealth management clients on banking solutions to meet their needs? We're looking for a Senior Wealth Management Banker to: build... ...securities-based lending, mortgage banking and private banking products, and a willingness to...SeniorPrivateFull timeFlexible hours- U.S. Bank's Private Wealth Management (PWM) Private Banking group is seeking an experienced professional to develop, manage, and retain full-service relationships with high-net-worth clients. You will provide advisory services and high-level customer service to meet clients...Private
$128k - $252.5k
...complex transactions with corporate and private equity clients, this role offers the opportunity... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M... ...operating model considerationsSupport Managers and engagement teams in evaluating options...SeniorPrivateLocal area- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients...
- ...opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as... ...and committed to meeting the banking, lending and wealth management needs of its clients. Mechanics Bank now provides a...Full timeWork at officeLocal area
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth...Senior- HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share. The role emphasizes client relationships, compliance, and collaboration...Private
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central... ...and Advice team, you will partner with advisors and clients to deliver holistic, goals‑based...PrivateWork at office
- J.P. Morgan Private Wealth Planner (VP) within Wealth Planning and Advice partners with advisors and clients to deliver holistic, goals-based planning as part of the Planning... ...through asset allocation and wealth management solutions. The role requires strong communication...SeniorPrivate
- A leading financial institution is seeking an Advisor Trainee in their Summer Analyst Program. This role offers exposure to wealth management including investments, lending, and banking services. You will collaborate with a team to provide customized financial solutions...PrivateTraineeshipSummer work
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated to growing a practice while providing high-quality advice and service to clients. The ideal candidate will have a...- Leah Yosef International in Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division...
- A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. The ideal candidate will have at least 15 years of...Senior
$142.7k - $214.03k
...the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!... ...this role if: You like being your client’s personal advisor and collaborating with their other advisors such as, attorneys...SeniorPrivateFull timePrivate practiceLocal areaWorldwide$100k - $275k
...institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and deepening... ...solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive...SeniorPrivate- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ..., mutual fund orders, fixed income trades and private investmentsProvide support across a diverse...SeniorPrivateLocal area
- EP Wealth Advisors in San Luis Obispo, CA 93401 is seeking an experienced Wealth Advisor. The VP role provides leadership and develops client... ...to grow business. The candidate will work with portfolio management, operations, and financial planning teams to deliver...
- ...Senior Vice President, Head of Compliance About... ...Financial Services Type Privately Held, Private Equity-... ..., serve as a key advisor to the Chief Risk... ...compliance, including managing regulatory exams, audits... ...investment adviser, and wealth management regulations...SeniorPrivate
$116k - $216k
...Seattle WashingtonJob SummaryKey Private Bank (KPB) is dedicated to... .... The Sr. KPB Relationship Manager (RM) is at the center of this... ...acting as the primary client advisor, developing and implementing... ...depth knowledge of financial wealth management services and products...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
- ...Senior Relationship Manager Seattle Bank is a locally owned, digitally driven... ...Seattle Bancshares, Inc., a privately held bank holding company,... ...Senior RM acts as a trusted advisor to clients, delivering customized... ...or commercial banking, or wealth management. 5+ years'...SeniorPrivateFull timeWork at office
- ...Search & Recruitment in Seattle/Tacoma seeks a Vice President, Relationship Manager to lead with impact, balance strategy with service, and build durable client partnerships across commercial and private banking. You will manage high-value relationships, source new...SeniorPrivate
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Management Senior Private Wealth Advisor. Be the first to apply!
- wealth management advisor Seattle, WA
- wealth management consultant Seattle, WA
- wealth manager Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- associate financial representative Seattle, WA
- oracle cloud financials consultant Seattle, WA
- senior wealth advisor Seattle, WA
- associate corporate finance Seattle, WA
- financial advisor development program Seattle, WA
- associate leveraged finance Seattle, WA


