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PWM Private Wealth Advisor

$149.52k - $175.9k

U.S. Bank

Company Overview 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. Responsibilities Responsible for retention and growth of medium to large size high net worth client relationships. Build and lead a team of Banking, Trust, and Investment professionals around the client to meet and exceed client needs. Provide counsel and expert advice in all areas of Wealth Management, handling complex wealth and relationship management issues. Require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z; subject to criminal background and credit check; failure to meet or maintain NMLS registration requirements may result in offer rescission 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. Exceptional ability to drive business growth. 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 preferred. Salary Pay Range: $149,515.00 - $175,900.00 Benefits 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. Equal Opportunity Employer 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 3 days ago
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