PWM Private Wealth Advisor
$119.77k - $140.9kU.S. Bancorp
U.S. Bank Financial Advisor 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 atall 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. 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 This 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: 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 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. 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: $119,765.00 - $140,900.00 #J-18808-Ljbffr
$119.77k - $140.9k
...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...PrivateTemporary workWork experience placementLocal area3 days per week- 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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$81.52k - $95.9k
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for... ...superior client-facing skills needed to become an Associate Advisor. On‑the ‑job training will teach analysts the technical...PrivateTemporary workWork experience placementWork at officeLocal area$81.52k - $95.9k
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$87.4k - $123.4k
.... Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice...Private16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$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- ...requires three to six years of relevant law firm experience and involves representing clients in various debt financings, including private credit transactions and syndicated credit facilities. The ideal candidate will possess strong analytical and problem-solving skills...Private
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$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is... ...affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative...Private- ...experience to join its practice in Portland, OR. The role involves representing lenders and borrowers in various debt financings, including private credit transactions and syndicated credit facilities. Duties Represent clients in domestic and international debt financings....PrivateTemporary workFlexible hours
- TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families... ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong...
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- J.P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The ideal candidate will have a strong background in financial advising, expertise in client acquisition, and a passion for delivering personalized investment solutions to a diverse...Work at office
$16.66 per hour
...enjoy supporting clients with home organization and errands, we'd love to connect with 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 and...PrivateHourly payStart working todayImmediate startMonday to Friday3 days per week
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