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

Private Wealth Advisor

$140.04k - $171.16k

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.


Basic Qualifications
-Bachelor's degree, or equivalent work experience
-Eight or more years of experience in high and ultra-high net worth client wealth management activities
-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.


Preferred Skills/Experience
-Strong relationship management, networking, and business development skills
-Excellent talent for driving business
-Thorough 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


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: $140,040.00 - 171,160.00

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.
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor in Bellevue, WA vacancy
  •  ...over year through both referral-driven new business and lateral advisor hires. This role involves both growing a book through new...  ...process improvements Requirements 2+ years as a financial advisor/wealth advisor with direct client-facing planning experience Proven track... 
    Private
    Local area

    JCW Group

    Bellevue, WA
    17 hours ago
  • $148.5k - $174.7k

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

    U.S. Bank

    Bellevue, WA
    4 days ago
  •  ...meetings; manage follow-ups and cross-team coordination. Create client review materials, proposals, and custom reporting. Support senior advisors with cash-flow modeling, scenario analysis, and advanced planning. Build trusted relationships with client families and external... 
    Private

    International Search Consultants

    Seattle, WA
    23 hours ago
  •  ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care... 
    Private
    Work at office

    Universal Health Services

    Kirkland, WA
    1 day ago
  •  ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor...  .... Qualifications 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong track record of... 
    Private
    Work at office

    International Search Consultants

    Seattle, WA
    23 hours ago
  •  ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial...  ...A boutique, process-driven retirement wealth management firm headquartered in Bellevue...  ...: Buffered ETFs, structured notes, private credit, private equity Fixed indexed annuities... 
    Private
    Apprenticeship

    SR Staffing

    Bellevue, WA
    3 days ago
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: Bellevue, WAtime type: Full timeposted on: Posted Todaytime left to apply: End Date:...  ..., Washington 98006**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... 
    Private
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Bellevue, WA
    1 day ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Seattle, WA
    3 days ago
  •  ...Responsibilities Fairfax Behavioral Health (a UHS facility): Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community... 
    Private
    Work at office
    Local area

    Universal Health Services

    Kirkland, WA
    1 day ago
  • $100k - $130k

     ...Location : Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a... 
    Private
    Full time
    Work at office

    Claire Myers Consulting

    Seattle, WA
    2 days ago
  •  ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is...  ...firm specializes in delivering customized wealth management and investment advisory solutions...  ...-worth clients within wealth management, private wealth, family office, or investment... 
    Private
    For contractors
    Work at office

    International Search Consultants

    Seattle, WA
    3 days ago
  • $160k - $210k

     ...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding...  ...individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team... 
    Private

    Boutique Recruiting

    Kirkland, WA
    3 days ago
  • $88k - $150k

     ...Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through...  ...-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high... 
    Private
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Bellevue, WA
    1 day ago
  • $75k - $160k

     ...to build a business within Goldman Sachs Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential Partner with internal and external... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    Seattle, WA
    23 hours ago
  •  ...Responsibilities**Primary role is as secondary advisor**Qualifications & Requirements**4-8 years...  ...to create a profoundly different wealth experience. As fiduciaries, we always put...  ...establishing legacies that last for generations. #J-18808-Ljbffr Corient Private Wealth LLC.
    Private
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Seattle, WA
    3 days ago
  • $20.82 per hour

     ...About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential... 
    Private
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Bellevue, WA
    5 days ago
  • $21 per hour

     ...Prod... Show more $17.00 hourly Part-time Quick Apply Wellness Advisor Reports to: General Manager COMPANY OVERVIEW: YogaSix believes...  ...Expert Training.Balr is rapidly making its mark as a leader in private basketball training across the United States.We're expanding our... 
    Private
    Hourly pay
    Full time
    Contract work
    Part time
    For contractors
    Summer work
    Monday to Friday
    Weekend work
    Weekday work

    KeyCorp

    Bellevue, WA
    23 hours ago
  • $92k - $115k

     ...planning, forecasting, and performance analysis, serving as a trusted advisor to business leaders. The ideal candidate is a proactive and...  ...intelligence tools such as Power BI. Experience supporting private equity-backed organizations. Healthcare, medical aesthetics,... 
    Private
    Full time

    Sono Bello

    Bellevue, WA
    1 day ago
  •  ...oriented, and take pride in maintaining a clean and organized space, we'd love to hear from you. Hiring info: We're looking for private helpers/caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast... 
    Private
    Hourly pay
    Immediate start
    Flexible hours

    Herewith Caregivers

    Kirkland, WA
    3 days ago
  •  ...Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit estimates and collection. Assures that customer needs and/or complaints... 
    Private
    Work at office

    Providence Service

    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...  ...the Wealth Planning and Advice team, you will partner with advisors and clients to deliver holistic, goals‑based planning as part... 
    Private
    Work at office

    Chase

    Bellevue, WA
    1 day ago
  • $193k - $280k

     ...Portland office. Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness,... 
    Private
    Work at office

    Stoel Rives

    Seattle, WA
    2 days ago
  • $100 per hour

     ...for experts across a range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others. If you enjoy solving complex problems in finance and are interested in working... 
    Private
    Hourly pay
    Contract work
    Freelance
    Remote work
    Flexible hours

    Turing

    Seattle, WA
    1 day ago
  • $23.39 - $35.78 per hour

     ...Description Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit estimates and collection. Assures that customer needs and/... 
    Private
    Minimum wage
    Full time
    Work at office
    Shift work

    Providence Swedish

    Seattle, WA
    17 hours ago
  •  ...Description Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit estimates and collection. Assures that customer needs and/... 
    Private
    Minimum wage
    Work at office
    Local area
    Shift work

    Providence-Swedish-

    Seattle, WA
    23 hours ago
  • $27 per hour

     ...personalized expe... Show more Full-time Fairfax Behavioral Health (a UHS facility):.Fairfax Behavioral Health, founded in 0, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment.We strive... Show more $27.00 hourly... 
    Private
    Hourly pay
    Full time
    Temporary work
    Immediate start
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Bank of America

    Seattle, WA
    2 days ago
  • $24.52 - $37.5 per hour

     ...California Avenue SW - Seattle, Washington 98116-4412 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the... 
    Private
    Hourly pay
    Temporary work
    Day shift

    Key Bank

    Seattle, WA
    3 days ago
  • $47 - $52 per hour

     ...analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.... 
    Private
    Hourly pay
    For contractors
    Remote work

    Crystal Equation

    Kirkland, WA
    2 days ago
  •  ...Title: Paraplanner Location: Seattle, WA Step into an instrumental role at a rapidly growing Private Wealth Management franchise of Ameriprise Financial. Assist financial advisors in the marketing and client service with an emphasis on creating and delivering a unique... 
    Private
    Work experience placement
    Work at office

    Retirement Resource Center LLC

    Seattle, WA
    2 days ago
  • $55 - $62 per hour

     ...analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.... 
    Private
    For contractors
    Remote work
    Worldwide
    Shift work

    Dexian

    Kirkland, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor. Be the first to apply!