PWM Private Wealth Advisor
$126.81k - $154.99kU.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.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 CFPThis role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working 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: $126,810.00 - 154,990.00U.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: Portland, ORType: Full time
$126.81k - $154.99k
...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:...PrivateWork experience placement3 days per week$81.52k - $95.9k
...all from Day One.Job DescriptionPrivate Wealth Management (PWM) Analysts have shared responsibility... ...retaining client relationships for PWM Private Banking. Position is focused on honing... ...skills needed to become an Associate Advisor. On the Job Training will focus on teaching...PrivateFull timeWork experience placementBank staffWork at officeLocal area- JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management...Private
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...Private Wealth Management Analyst Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client... ...client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the...PrivateTemporary workWork experience placementBank staffWork at office- JPMorganChase is looking for a Financial Advisor in Portland, Oregon. You will build client relationships and deliver investment solutions while fostering a culture of diversity. Candidates should have at least 2 years of experience in a similar role, hold necessary licenses...Private
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...career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionPrivate Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships...PrivateFull timeWork experience placementWork at officeLocal area3 days per week$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$92.82k - $109.2k
...Private Wealth Management (PWM) Private Wealth Advisor Partner Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor...PrivateTemporary workWork experience placementWork at office3 days per week$193k - $280k
...Corporate Team 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,...PrivateWork at office- ...Heart and four other Sisters of Providence arrived in Vancouver, Washington Territory. As the largest healthcare system and largest private employer in Oregon, Providence is located in areas ranging from the Columbia Gorge to the wine country to sunny southern Oregon to...PrivateWork at officeLocal areaVisa sponsorship
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...Private Wealth Management (PWM) Private Wealth Advisor Partner 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....PrivateTemporary workWork experience placementWork at office3 days per week- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville... ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...PrivateWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland... ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...PrivateTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
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...Overview Position Title: Private Banker We are partnering with a highly respected financial institution... ...affluent individuals, business owners, and trusted advisors. You will deliver customized banking, lending, and wealth management solutions backed by a collaborative...Private- Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...Private
- ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined... ...plan sponsor relationships, including government, retail and private. This position will be responsible for 403(b)/457 enrollment,...PrivateLocal area
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$260k - $390k
...known for its technical excellence and client-focused approach. The ideal candidate will contribute to high-value matters across private credit, structured finance, syndicated lending, distressed financings, receivables financings, and growth capital transactions,...PrivateWork at officeFlexible hours- ...by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $38.46 per hour
...Private Client Banker Location: 14888 SE Mcloughlin - Oak Grove, Oregon 97268 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program...PrivateHourly payWork experience placementDay shift- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
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