PWM Private Wealth Advisor
$134.28k - $164.12kU.S. Bank
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 24, 2026 (20 days left to apply)job requisition id: 2026-0017527At 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**U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.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* Eight or more years of experience interacting with High and Ultra High Net Worth clients**Preferred Skills/Experience*** Requires established network with strong relationship management, networking, and business development skills* Demonstrated success in specific client segments or verticals with developed strategic partnerships* Experience profiling clients and formulating customized strategies to address their needs* Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists* Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication* A passion for problem-solving and acting as a strategic advisor* Ability to make critical decisions independently and act as a business owner* Professional designation such as CFA or CFP is preferredIf 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 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-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: $134,280.00 - 164,120.00U.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.** #J-18808-Ljbffr
$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate Private Wealth Management (PWM) Client Service Team Associate is a service and... ...specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify...PrivateTemporary workWork experience placementWork at office$25.77 - $34.33 per hour
...discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Client Service Team Associate is a service and support... ...authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential...PrivateTemporary workWork experience placementWork at officeLocal area- ...of Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing... ...located in the Kansas City Metropolitan Area. As a Private Wealth Advisor, you will guide clients through personalized financial planning...PrivateFull timeWork at office
- U.S. Bank is seeking a Private Wealth Advisor in Kansas City, MO, to support clients in achieving their financial objectives through holistic planning and specialized advisory services. You'll identify and build relationships with High Net Worth clients while collaborating...Private
- A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree in...PrivateFull timeWork at office
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to work remotely. In this role, you'll leverage your financial advisory expertise to improve AI systems training, delivering personalized financial guidance and ensuring compliance with regulations. The ideal...PrivateRemote jobHourly pay- Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance while shaping AI systems. This role allows you to apply your expertise in financial planning with no prior experience in AI necessary. You will advise on budgeting...PrivateRemote jobHourly payFor contractors
$98.18k - $115.5k
## PWM Partner Portfolio ManagerApplylocations: Saint Louis, MOtime type: Full timeposted on: Posted Todaytime left to apply: End... ...what you excel at—all from Day One.## **Job Description**The Private Wealth Management (PWM) Investment Partner is responsible for the day...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$98k - $130k
...Private Banker II The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close...PrivateTemporary workWork at officeLocal areaImmediate startFlexible hours$83.2k - $178.8k
...Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients. Role Specific Job Duties Primarily... ...client financial planning interactions, supporting wealth advisors across client advice topics Ensure clients have a positive financial...PrivateWork at officeLocal areaFlexible hours$98k - $130k
Busey Bank is seeking a Private Banker II in Kansas City, MO, responsible for managing high-net-worth client relationships and offering tailored banking solutions. The ideal candidate will possess strong financial analysis skills and have a proven track record in relationship...Private- ...ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces...PrivateWork experience placementWork at officeShift work
- Busey is seeking a Private Banker II in Kansas City to actively manage a portfolio of personal and business deposit accounts. The role... ...collaborating with internal partners to drive deposit growth and wealth management opportunities. The ideal candidate will possess...Private
- ...drive transactions forward from day one. Key Responsibilities Manage, lead, or significantly contribute to mergers and acquisitions, private equity and leveraged buyout transactions, and capital markets matters. Support corporate governance initiatives and advise on...PrivateFull timeImmediate start
- ...About this role: Wells Fargo is seeking a 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...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...leadership and communication skills. Experience leading, managing, or substantially contributing to mergers and acquisitions, or private equity investment / leveraged buyout transactions, and/or capital markets transactions is required. Additional experience with respect...PrivateWork at office
- ...Application Deadline: 05/22/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of...Private
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent...Private
$58k - $124k
...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through... ...Management, your story is our focus. As the Wealth Advisor , you will lead a highly integrated team-based approach working...PrivateWork at officeLocal areaFlexible hours- JPMorgan Chase & Co. in Kansas City seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. This role demands building strong relationships while championing diversity within the team. Ideal candidates will have 2...
- ...labor/financial models. Qualified candidates will have a Bachelor's degree in a related field and 2-4 years of experience in FP&A or private equity. Strong Excel skills are essential, and familiarity with time-tracking tools like Jira is preferred. #J-18808-Ljbffr...Private
- ...marketing programs supporting Lockton’s private client and family office segments. This leader... ..., rather than replaces, personalized advisor‑client relationships. Producer & Team Enablement... ...private clients, luxury, family office, wealth, or professional services audiences....PrivateWork at office
- ...licenses as required by the CompanyRisk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management... ...services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk...Private
- Forvis Mazars, LLP in Missouri is seeking a Wealth Management Associate Advisor to support senior advisors in providing comprehensive wealth management services to affluent families. The ideal candidate should have a Bachelor's degree, effective communication skills, and...Flexible hours
$60k
...multi‑faceted opportunities call for multi‑disciplinary approaches and that is how we work. We bring industry best practices from the private sector to government and from government to the private sector to transform healthcare. We work with both public and private sector...PrivateFull time- ...ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces...PrivateFull timeTemporary workPart timeWork experience placementWork at officeShift work
- JPMorgan Chase & Co. seeks a Private Client Advisor in Kansas City to provide comprehensive financial planning and advice. You will work with a diverse client base, from novice savers to significant wealth individuals, delivering personalized investment solutions that...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services. Ideal candidates should have at...
- ...roadmap along the way. You’ll be the face of Lumen to some of the most sophisticated players in real estate, private equity, and clean energy — acting as a trusted advisor who can deeply understand their business, navigate complex sales motions, and bring high-value projects...PrivateH1bRemote workVisa sponsorship
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