PWM Senior Private Wealth Advisor
$180.27k - $220.33kU.S. Bank
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. 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 may result in rescission of your offer 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 Extraordinary talent for driving business 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 is preferred 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 Compensation Pay Range: $180,270.00 - $220,330.00. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and certain territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. 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. Background Check U.S. Bank conducts background checks consistent with applicable local laws and federal regulations as required for the role. #J-18808-Ljbffr U.S. Bank
$148.5k - $174.7k
...Private Wealth Advisor 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...PrivateTemporary workWork experience placement3 days per week- Columbia Bank is seeking a Private Client Advisor in Bellevue, WA to lead high‑net‑worth client relationships and collaborate with internal partners to deliver holistic wealth management solutions. You will identify opportunities, educate clients on estate planning, taxation...SeniorPrivate
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- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to... ...Qualifications 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong track record of...SeniorPrivateWork at office
$94k - $175k
A financial services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high... ...analyzing estate planning documents, and collaborating with external advisors. Candidates should have over 10 years of experience in...SeniorPrivate- ...partners with a respected financial institution expanding its Private Banking team across the Western United States. The Private Banker... ..., manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy to grow your portfolio...SeniorPrivate
$92k - $115k
...across the U.S., is seeking a data driven Senior FP&A Analyst to help propel our... ...performance analysis, serving as a trusted advisor to business leaders. The ideal candidate... ...such as Power BI. Experience supporting private equity-backed organizations. Healthcare...SeniorPrivateFull time- Okta seeks a Sr Product Manager to drive strategy for infrastructure-related revenue streams, including Enhanced Disaster Recovery, Private Cloud, and DynamicScale. You will own the product roadmap and coordinate with engineering, sales, and marketing to deliver value at...SeniorPrivate
- ...Level Recruiting, LLC Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |… ***Senior Family Office Wealth Advisor - 200-250K Base + Bonus + Incentive Comp*** ***Client is also open...SeniorPrivateFull timeWork at office
- ...dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play... ...engage deeply with clients, manage their wealth planning needs, and collaborate with a... ...thrive in a supportive and innovative environment. #J-18808-Ljbffr Parcion Private WealthPrivate
$180.27k - $220.33k
U.S. Bank in Bellevue, Washington is seeking a seasoned professional for a wealth management role responsible for developing client relationships and providing expert financial advice. The ideal candidate will have over 10 years in wealth management and the ability to...Private- A leading land development firm in Washington is seeking an experienced Project Manager to lead private-sector land development projects. You will oversee project management from concept to construction, ensuring timely and on-budget delivery. Ideal candidates have at least...SeniorPrivateFlexible hours
- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, offering wealth advisory and... ...clients, grow a personal book, and collaborate with external advisors to deliver strategic outcomes. #J-18808-Ljbffr Vigilant...PrivateWork at officeRemote work
$26 - $29 per hour
...like real estate, entertainment and media, private equity and venture capital, and high-tech... .... Overview Being the next generation Senior Relationship Banker at East West Bank means... ...mortgage, treasury management, deposits, wealth management investment products, international...SeniorPrivate- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members...Senior
$185k - $250k
...Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team...SeniorPrivateFull timeTemporary workWork at officeLocal area$127.8k - $150.2k
Senior Consultant - ServiceNow Financial Services Operations (FSO) Chicago Are you ready... ...Financial Services Operations Banking and Wealth Professional Suite Certification is strongly... ...industry , including Banking, Insurance, Private Equity, or other related sectors. A...SeniorPrivateTraineeshipH1bWork at officeLocal areaImmediate startRelocationVisa sponsorshipFlexible hours- ...aspects of land development projects, from site planning to construction completion, and requires at least 15 years of experience in private-sector projects. The ideal candidate will have strong leadership and client management skills and a proven record of developing new...SeniorPrivateFlexible hours
$116k - $216k
...Avenue, Seattle Washington Job Summary Key Private Bank (KPB) is dedicated to serving our... ...client promise, acting as the primary client advisor, developing and implementing strategies... ...an in-depth knowledge of financial wealth management services and products as well...SeniorPrivateWork experience placementWork at officeLocal areaFlexible hoursNight shift$80.28k
...Join JPMorgan Chase Bank, N.A. as a Private Client Advisor in Seattle, WA. In this role, you'll offer comprehensive financial planning and advice to individuals and families while building your client base and delivering tailored investment solutions. We seek candidates...Private- JPMorgan Chase & Co. is seeking a Relationship Manager in Bellevue, WA, to manage and develop high-net-worth client relationships across banking, lending, and investments. Your role includes providing exceptional service to clients, fostering partnerships across teams, ...SeniorPrivateFull time
- ...application or recruiting process, please send a request to ****@*****.***. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Responsibilities Lead Salesforce 2.0 migration strategy and...SeniorPrivate
$116k - $216k
...th Avenue, Seattle Washington Job Summary: The Senior Relationship Manager (or Sr Banker) serves as the Trusted Advisor for clients and prospects who are primarily... ...management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing,...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$100k - $275k
...on acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive business development. This position offers a competitive salary range...SeniorPrivate- ...Join to apply for the Senior Product Marketing Lead role at Jobright.ai 2 days ago Be among the first 25 applicants Join to apply for... ...an information security startup focused on enabling a flow of private information and keeping private information private. Founded in...SeniorPrivateFull timeLocal area
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- Carta, located in Seattle, is seeking a Senior Fund Accountant to join their rapidly growing Fund Administration team. You will partner with top venture capital firms, supporting their financial accounting needs with a focus on technical excellence and client satisfaction...SeniorPrivate
- Carta is seeking a Senior Fund Accountant in Seattle to support top venture capital firms with their financial accounting needs. In this role, you'll work as part of a dynamic team and collaborate across multiple departments including product, engineering, and operations...SeniorPrivate
- ...AS A SENIOR SOFTWARE ENGINEER AT SNOWFLAKE YOU WILL: Design and develop features, understand customer requirements, and meet business... ...and security Designing and implementing systems for public or private clouds WHY JOIN THE ENGINEERING TEAM AT SNOWFLAKE? As a member...SeniorPrivateWork at office
$270k - $410k
...Senior Associate Or Counsel Direct Counsel represents a prestigious AmLaw firm seeking a Senior Associate or Counsel to join its... ...particularly involving public company matters, M&A transactions, and private equity deals. Responsibilities: Advise public and...SeniorPrivate
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