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

Senior Private Wealth Advisor - Ultra-High Net Worth

$126.82k - $149.2k

Hong Kong Study Skills Research Institute

The Hong Kong Study Skills Research Institute in Minneapolis is seeking a Private Wealth Advisor responsible for managing relationships within U.S. Bank Private Wealth Management. The ideal candidate will have a bachelor's degree and significant experience with high net worth clients. Benefits include healthcare, life insurance, and a 401(k) retirement plan. The salary range is $126,820.00 to $149,200.00, with opportunities for paid vacation and leave. #J-18808-Ljbffr Hong Kong Study Skills Research Institute

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor - Ultra-High Net Worth in Minneapolis, MN vacancy
  • $102k - $190k

     ...Wealth Sales & Service Develops, manages, retains...  ...relationships with high-net-worth clients and prospects....  ...portfolio of high and ultra-high net worth clients...  ...becoming their trusted advisor. Develops relationship...  ...recommendations to senior leaders on strategy and... 
    Senior
    Private
    High net worth
    Part time
    Shift work

    Bmo

    Minneapolis, MN
    3 days ago
  • $102k - $190k

     ...profitable banking relationships with high-net-worth clients and prospects....  ...portfolio of high and ultra-high net worth clients with an...  ...objective of becoming their trusted advisor. Develops relationship with...  .... Makes recommendations to senior leaders on strategy and new initiatives... 
    Senior
    Private
    High net worth
    Part time
    Local area
    Shift work

    BMO Harris Bank

    Minneapolis, MN
    2 days ago
  •  ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering...  ...equivalent experience. ~8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network... 
    Private
    High net worth

    Professions

    Minneapolis, MN
    4 days ago
  • $160k - $200k

     ...EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis,...  ...high-net-worth and ultra-high-net-worth...  ...tax planning, wealth transfer planning, trust...  ...building long-term trusted advisor relationships.... 
    Senior
    Private
    High net worth
    Full time
    Local area

    EisnerAmper

    Minneapolis, MN
    3 days ago
  •  ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a...  ...sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader...  ...relationship managers, financial advisors, trust officers, and other specialists... 
    Senior
    Private
    High net worth
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Minneapolis, MN
    4 days ago
  • $126.82k - $149.2k

    Job Description The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships within...  ...experience Eight or more years of experience interacting with high and ultra high net worth clients Preferred Skills & Experience Established... 
    Private
    High net worth
    Temporary work
    Work experience placement

    Hong Kong Study Skills Research Institute

    Minneapolis, MN
    1 day ago
  • $126.1k - $253k

     ...nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families...  ...attorneys, and other advisors, along with subject...  ...’ goals. As a Tax Senior Manager, you will be...  ...tax services including wealth transfer, charitable...  ...with an emphasis on private client taxation including... 
    Senior
    High net worth
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Minneapolis, MN
    19 hours ago
  • $102k - $120k

     ...Job Summary Mercer Advisors has worked with families...  ...formed to serve ultra‑high‑net‑worth families ($50M+), who...  ...and challenges. Regis Wealth Advisors work hand‑in...  ...help a wide range of private investors, business owners...  ...leverage to the Senior Wealth Advisor and their... 
    Private
    High net worth
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Mercer Advisors

    Minneapolis, MN
    1 day ago
  • $141.21k - $172.59k

     ...Job Title Private Wealth Advisor Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...  ...Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience Established... 
    Private
    High net worth
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Minneapolis, MN
    3 days ago
  • $90k - $160k

    What is the opportunity? RBC Wealth Management’s Alternative...  ...includes analysts who provide private alternative investment manager...  ...a support model for RBC WM Advisors including educational and...  ...business development efforts with ultra-high-net-worth clients through alternative... 
    Senior
    Private
    High net worth
    Full time
    Work experience placement
    Work at office
    Flexible hours

    RBC

    Minneapolis, MN
    2 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of...  ...years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~ Active Investment... 
    Senior
    High net worth
    Work at office

    New Day Executive Search

    Minneapolis, MN
    1 day ago
  •  ...Financial Group is looking for a seasoned Senior Relationship Manager to develop and...  ...profitable banking relationships with high-net-worth clients in the U.S. You will collaborate...  ...credit discussions, partner with client advisors, and design tailored financing structures... 
    Senior
    High net worth

    BMO U.S.

    Minneapolis, MN
    9 hours ago
  • $75k - $105k

     ...skilled at developing wealth management strategies...  ...?We’re looking for a Senior Wealth Strategy...  ...to:• assist financial advisors in client conversations...  ...Management Americas. We help ultra-high net worth individuals and...  ...collaborative team, Private Wealth Management Team... 
    Senior
    Private
    High net worth
    Full time
    Flexible hours

    UBS

    Wayzata, MN
    1 day ago
  • $113k - $225k

     ...industry-focused wealth advisory, digital,...  ...organic growth.Our advisors average $250M in AUM...  ...to grow ~10% net new AUM annually—without...  ...and 75,000 privately held businesses, creating...  ...of choice for high‑net‑worth women and women‑led...  ...selectively adding senior wealth advisors in... 
    Senior
    High net worth
    Full time
    Work at office
    Shift work

    CliftonLarsonAllen

    Minneapolis, MN
    1 day ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior...  ...relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial... 
    Senior
    High net worth

    Beacon Pointe Advisors

    Minneapolis, MN
    4 days ago
  • Job Summary:Private Client Services at BDO is a boutique...  ...our firm. Offering a high touch approach, we have...  ...experience serving high net-worth individuals, their...  ...planning.A Tax Experienced Senior, Private Client Services...  ...with clients and their advisors to gather information... 
    Senior
    Private
    High net worth
    Private practice
    Work at office

    BDO International

    Minneapolis, MN
    1 day ago
  •  ...Join to apply for the Tax Senior Associate role at EisnerAmper Job Description At EisnerAmper...  ...Tax Senior Associate to join the Private Client Services (PCS) team. This role is...  ...family owned, closely held businesses and high net worth individuals with the solutions they need... 
    Senior
    Private
    High net worth
    Temporary work
    Work at office
    Local area

    EisnerAmper

    Minneapolis, MN
    19 hours ago
  •  ...engagements across corporate, partnership, and high-net-worth individual tax work Serve as the...  ...Supervise and mentor tax staff, seniors, and managers across multiple engagements...  ...Experience with high-growth clients, private equity-backed companies, or HNW individuals... 
    Senior
    Private
    High net worth
    Remote job

    Solid Rock Recruiting LLC

    Minneapolis, MN
    15 days ago
  • $102k - $190k

     ...Address:50 S 6th StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering...  ...and requests.Makes recommendations to senior leaders on strategy and new initiatives,... 
    Senior
    High net worth
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    Minneapolis, MN
    4 days ago
  • $75k - $100k

     ...EisnerAmper Tax Senior Associate At EisnerAmper, we look for individuals who welcome...  ...seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is...  ...owned, closely held businesses and high net worth individuals with the solutions they need... 
    Senior
    Private
    High net worth
    Temporary work
    Work at office
    Local area

    EisnerAmper LLP

    Minneapolis, MN
    2 days ago
  • $84k - $110k

    Job Summary Private Client Services at BDO is a boutique practice...  ...our firm. We offer a high‑touch approach, serving high‑net‑worth individuals, families,...  ...insurance planning. A Tax Senior in Private Client...  ...Work with clients and their advisors to gather information required... 
    Senior
    Private
    High net worth
    Work at office

    BDO USA

    Minneapolis, MN
    2 days ago
  • $70k - $90k

     ...Senior Tax AssociateAdvance your tax career with a top 25 Twin Cities firm that...  ...hiring a Senior Tax Associate to join our high-performing Tax team. In this client-...  ...technical expertise to advise high-net-worth individuals, private businesses, and investment entities—while... 
    Senior
    Private
    High net worth

    DSB Rock Island

    Saint Paul, MN
    2 days ago
  • Bank of Montreal in Minneapolis seeks a senior Wealth Sales & Service professional to develop, manage, and grow a portfolio of high-net-worth clients. You will design credit and tax-favorable structures and lead deal teams to meet client needs with expert service and personalized... 
    Private
    High net worth

    Bank of Montreal

    Minneapolis, MN
    1 day ago
  • $90k - $125k

    Boyum Wealth Architects isn't just managing wealth - we're architecting futures. And we're searching...  ...headquarters, our planning-first team serves high-net-worth families and business owners who expect more from their advisors. Our unique alignment with a long-respected... 
    Senior
    High net worth

    Boyum Wealth Architects

    Minneapolis, MN
    3 days ago
  • $105.4k - $207.8k

     ...Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for…...  ...diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data... 
    Senior
    Private
    Local area
    Visa sponsorship

    Deloitte

    Minneapolis, MN
    4 days ago
  •  ...Private Mortgage Banker (SAFE)Wells Fargo is seeking a Private Mortgage Banker (SAFE) in...  ...residential mortgages from various sourcesProduce high quality jumbo loans which are compliant...  ...experienceExperience working with high net-worth clientsJob Expectations:This position... 
    Private
    High net worth
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Minnesota Jobs

    Minneapolis, MN
    19 hours ago
  •  ...planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and related entities. The role offers increased...  ...workstreams, and collaborates with internal and external advisors to deliver high-quality, timely results. The position... 
    Senior
    High net worth
    Work at office

    Fiduciary Counselling, Inc.

    Minneapolis, MN
    3 days ago
  • $128k - $252.5k

     ...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance...  ...that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will... 
    Senior
    Private
    Local area

    Deloitte

    Minneapolis, MN
    1 day ago
  • $140k - $230k

     ...opportunity?The Head of Wealth Consulting will...  ...also partner with the Private Client Group (PCG) field...  ...new Financial Advisors (FAs) and improve the...  ...ExecutionPartners with WM-US senior management to develop...  ...professionals and high to ultra-high net worth clients.Proven leadership... 
    Private
    High net worth
    Full time
    Work at office
    Home office
    Flexible hours

    Royal Bank of Canada

    Minneapolis, MN
    19 hours ago
  • $170k - $225k

    TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional financial advisory...  ...client relationships, generating business, and advising on wealth management strategies. Candidates should have 6+ years of... 
    Senior
    Private

    Aumni

    Minneapolis, MN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Advisor - Ultra-High Net Worth. Be the first to apply!