Private Wealth Management Partner Private Wealth Advisor
$111.1k - $130.7kUnion Bank of California
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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at—all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job DescriptionPrivate 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 to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to an Advisor. 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. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to seven years of related experience Preferred Skills/Experience - Thorough knowledge of departmental operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and written communication skills - Strong client facing skills - Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials (CFP, CFA, etc.) a plus 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: $111,095.00 - $130,700.00U.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: Pasadena, CAType: Full time
$111.1k - $130.7k
...you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing...PrivateFull timeTemporary workWork experience placementWork at officeLocal area$169.38k - $207.02k
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...$200,000.00Category: Private Client Coverage, Professional... ...: CitiCiti Global Wealth brings together the... ...Client and captures wealth management in the workplace... ...Work. The Senior Wealth Advisor will offer comprehensive... ...Advisor, you will partner closely with a dedicated...PrivateFull timeWork at office- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services to ultra‑high‑net‑worth families and multigenerational households. You will execute sophisticated planning initiatives...PrivateWork at office
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Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing exceptional service. This key advisory team member is tasked with managing existing clients, leading the financial planning process...- Bonham Solutions seeks an experienced Trusts & Estates Partner in Los Angeles to advise high-net-worth clients on sophisticated estate planning, trust administration, and wealth transfer. The role emphasizes origination and cross-office collaboration within a national...PrivateWork at officeRemote work
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Why Work at Mercer Advisors? For more than 40 years,... ...planning, investment management, business management,... ...complex, multi-generational wealth. Regis clients often... ...Estate Planning Partner - Regis to serve as a... ...Prior experience in a private wealth department at an...PrivateTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...empowering experienced financial advisors to build the practices they'... ...charitable giving, and risk management Prepare and present... ...allocations Act as a design partner to Savvy's Product team — your... ...largest RIAs in the country. Wealth management is a $545 billion...PrivateWork at officeRemote work
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...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...planning, investment management, business management, tax, estate... ...Job Summary: The Senior Wealth Advisor focuses on deepening... ...Responsibilities and Duties Partners with affluent clients to...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring... ...with Blue Trust's approach to client counsel. Manages an affluent client base by interpreting and delivering new...PrivateWork at officeLocal areaNight shift
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...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...PrivateWork at office- ...EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients. You will build long-term client relationships, understand goals, and tailor solutions across investments, retirement...
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Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients... ...Financial Advisor to build and manage a holistic wealth management practice. You will provide... ...sources, centers of influence, and external partners. Travel: Be prepared to travel as...Temporary workLocal areaFlexible hours- A well-established and growing wealth management organization is seeking a Wealth Advisor to join its team and support a sophisticated client base, including responsibility for helping service and grow a $1 billion+ book of business . This is an excellent opportunity...
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...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast... ...Net Worth client base in the United States.Manage accounts of high net worth investors and...PrivateFull time- ...responsible for supporting Merrill advisors who are interested in... ..., personal philanthropy, and wealth transfer/tax minimization. Key... ...centers of influence, and internal partners, analyzing estate and... ..., and tax planning, and risk management. Responsibilities:...PrivateWork experience placementWork at officeWork from homeShift workDay shift
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