Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Management Senior Private Wealth Advisor

$180.27k - $220.33k

U.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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Management Senior Private Wealth Advisor in Seattle, WA vacancy
  •  ...U.S. Bank's Private Wealth Management team seeks an accomplished senior professional to develop, manage, and retain high-net-worth client relationships. You will provide strategic counsel, coordinate credit and investment solutions, and help clients navigate complex financial... 
    Senior
    Private

    U.S. Bank

    Seattle, WA
    2 days ago
  • U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships. You will build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. This role requires... 
    Senior
    Private

    U.S. Bank

    Seattle, WA
    4 days ago
  • U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client. You will provide expert counsel across wealth-management disciplines... 
    Senior
    Private

    U.S. Bank

    Bellevue, WA
    4 days ago
  • $180.27k - $220.33k

     ...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... 
    Senior
    Private
    Full time
    Work experience placement
    Local area

    US Bank

    Bellevue, WA
    1 day ago
  •  ...Associate Advisor Seattle, WA On-site ISC's Financial Services...  ...in delivering customized wealth management and investment advisory...  ...Working alongside Advisors and Senior Advisors, this individual will...  ...within wealth management, private wealth, family office, or investment... 
    Private
    Full time
    For contractors
    Work at office

    International Search Consultants

    Seattle, WA
    19 hours ago
  • $157.23k - $192.17k

     ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial...  ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening... 
    Private
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Bellevue, WA
    4 days ago
  •  ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized...  ...portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop... 
    Private
    Full time
    Flexible hours

    Bernstein Private Wealth Management

    Seattle, WA
    2 days ago
  • $140k - $200k

     ...Job Title: Wealth Advisor Job Description A fast-growing wealth management firm in Bellevue, WA is seeking a highly skilled Wealth Advisor/Planner. This role is a direct placement, requiring 100% onsite presence from Monday to Friday. As a Wealth Advisor, you will... 
    Senior
    Permanent employment
    Work at office
    Monday to Friday

    Aston Carter

    Bellevue, WA
    3 days ago
  • Bernstein Private Wealth Management seeks a Wealth Advisor to serve high-net-worth clients, understand values and goals, and connect clients with planning and investing resources. You will build enduring practices around client segments you care about and act as a trusted... 
    Private

    Bernstein Private Wealth Management

    Seattle, WA
    1 day ago
  • $157.23k - $192.17k

     ...all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients...  ...with clients, or in conjunction with the senior team members.Basic Qualifications - Bachelor...  ...degree - Extensive knowledge of Wealth Management products & services - Problem solving... 
    Senior
    Private
    Full time
    Work experience placement
    Local area

    US Bank

    Seattle, WA
    2 days ago
  • $75k - $160k

     ...Private Wealth Advisor Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive... 
    Private

    Goldman Sachs

    Seattle, WA
    3 days ago
  • $157.23k - $192.17k

     ...Private Wealth Management (PWM) Private Banking Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high... 
    Private
    Temporary work
    Work experience placement

    U.S. Bancorp

    Seattle, WA
    2 days ago
  • $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... 
    Senior
    Private
    Local area

    Deloitte

    Seattle, WA
    4 days ago
  • 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... 

    JPMorgan Chase & Co.

    Seattle, WA
    3 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior...  ...Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The... 
    Senior

    Beacon Pointe

    Seattle, WA
    3 days ago
  •  ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role...  ...Advice team, you will partner with advisors and clients to deliver holistic, goals... 
    Private
    Work at office

    Chase

    Bellevue, WA
    19 hours ago
  •  ...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 time
    Work at office
    Local area

    LPL Financial

    Bellevue, WA
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring...  ...with Blue Trust's approach to client counsel. Manages an affluent client base by interpreting and delivering new... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Seattle, WA
    2 days ago
  •  ...Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning...  ...net-worth clients. You will work with KPB Wealth Planners and external professionals to craft...  ...matters, and client relationship management, with a focus on preserving legacies and... 
    Senior

    KeyBank

    Seattle, WA
    4 days ago
  • $128k - $220k

     ...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... 
    Private
    Work at office

    JPMorgan Chase Bank, N.A.

    Bellevue, WA
    2 days ago
  • Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships... 
    Senior

    Mission Wealth

    Bellevue, WA
    4 days ago
  • $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... 

    Empirical Wealth Management

    Seattle, WA
    19 hours ago
  • $72.3k - $150k

     ...incredible career opportunity for a Senior Tax Associate to join our growing Private Wealth International practice!Our...  ...offices, estates, and trusts in managing, preserving and transitioning wealth...  ...to be your client’s personal advisor and help create a holistic approach... 
    Senior
    Private
    Full time
    Private practice
    Local area
    Worldwide

    Baker Tilly

    Seattle, WA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Private practice
    Local area
    Worldwide

    Baker Tilly

    Seattle, WA
    3 days ago
  • JCW Group is seeking an Associate Advisor in Bellevue, WA to grow a client book through...  ...educate clients on investments and wealth management, then guide planning needs like wills and...  ...advisory relationships with support from senior staff. The role emphasizes a sales-... 

    JCW Group

    Seattle, WA
    2 days ago
  • $80k

     ...Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-...  ...your career in a leading wealth management company with a commitment to giving...  ...with the goal of advancing into a Senior Wealth Advisor Associate and then... 
    Full time
    Immediate start

    Mission Wealth

    Bellevue, WA
    4 days ago
  • $157.23k - $192.17k

     ...stage of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for developing managing and retaining full service relationships with high income/... 
    Private
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Seattle, WA
    16 days ago
  • $129k - $238k

     ...with high-net-worth clients. Manages client relationships, monitors...  ...the full spectrum of needs of Private Bank target clients and provide...  ...across investments, trust and wealth transfer, credit, deposit and...  ...small and large audiences of senior and executive level professionals... 
    Senior
    Private
    Full time
    Immediate start

    Columbia Bank

    Seattle, WA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Seattle, WA
    3 days ago
  • $100k

    Zohorecruit is recruiting a Regional Vice President of Sales for the Private Client Group in Washington, DC. This 100% sales-focused role...  ..., an expense account, and support from a dedicated portfolio management and marketing team to pursue high-net-worth clients. Prospects... 
    Private
    Remote job
    Local area
    Work from home

    CNI Consulting Inc.

    Seattle, WA
    2 days ago

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!