PWA Private Wealth Advisor
$185k - $215kUs Bank
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. 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, 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 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 Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Base pay for this role usually falls within $185,000 to $215,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to 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 Review 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-Verify U.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. 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. #J-18808-Ljbffr Us Bank
$139.23k - $163.8k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: San Diego, CAtime type: Full timeposted on: Posted Todaytime... ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...PrivateTemporary workWork experience placementLocal area3 days per week- JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and...Private
$185k - $215k
...seasoned financial expert to manage high net worth client relationships. You will lead a team focused on client needs and provide expert Wealth Management advice. This role requires over 10 years of wealth management experience and NMLS registration. The offer includes a...Private- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are...PrivateImmediate start
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents...Private
- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building, preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships...Private
- City National Bank is seeking a Private Banker in San Diego, California, to develop and manage relationships with high-net-worth clients. The role involves delivering integrated financial services advice and ensuring client satisfaction through exceptional communication...Private
- ...and improving internal control systems Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...Private
$120k - $140k
Join to apply for the Private Banker, PBO role at Citizens 4 days ago Be among the first 25 applicants Join to apply for the Private... ...Bank Office in San Diego as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in...PrivateBank staffWork at officeMonday to Friday$69.8k - $132k
...and improving internal control systems Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...PrivateWork experience placementInternshipLocal areaFlexible hours$132.5k - $205k
...services to meet personal, business, and wealth-management financial objectives. Creating... ...individual to fill the position of a full-time Private Banker at our San Diego, CA Location .... ...individuals and families. As a trusted advisor, this position manages the clients'...PrivateFull timeFlexible hours- ...We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking someone with strong technical accounting skills who thrives in a growing...PrivateLocal area
- ...Responsibilities Execute complex finance transactions and credit arrangements. Collaborate with high‑profile bank and nonbank lenders, including private debt funds. Provide legal advice and support to clients on finance‑related matters. Maintain strong client relationships and ensure...Private
- ...Private Equity Finance Private Equity Finance | Junior & Senior Associate Roles Offices: New York, Boston, Century City, San Diego, Washington, D.C. Our AmLaw 100 client is expanding its market-leading Private Equity Finance team with two hires. One hire at the junior...Private
- ...Responsibilities Represent emerging growth companies including start-ups, venture capital funds, and private equity investors in corporate transactions Advise clients on venture capital financings Counsel founders, executives, boards of directors, and venture capital partners...Private
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services....PrivateRemote work$310k - $365k
...should have a minimum of four years of lender‑side representation for commercial finance matters. Experience representing banks and/or private credit funds on loans to technology, life sciences and/or middle‑market companies is preferred. Candidates must be admitted to the...PrivateWork at officeWork from homeRelocationRelocation package$132.5k - $205k
Sunflower Financial Inc. is seeking a full-time Private Banker in San Diego, CA. The role focuses on building long-term relationships... ...client base, providing high-quality service, and collaborating with wealth management specialists. Candidates should have a Bachelor’s...PrivateFull time- ...About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages...PrivateWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$22 - $27.19 per hour
...Paid maternity leave Paid paternity leave Tuition assistance Get notified about new Personal Banker jobs in Imperial Beach, CA . U.S. Private Bank - Private Banker - Vice President or Executive Director Personal Banker (Universal Service Representative ): MCRD JPMorgan...PrivateFull timeWork at office$132.5k - $205k
Sunflower Bank NA is seeking a motivated Private Banker for their San Diego, CA location. The role involves building strong relationships... ...tailored financial solutions, and collaborating with wealth management specialists. Candidates should have a Bachelor’s degree...Private- ...loans, fix and flip funding, 0% interest business credit, and private lending tailored to client goals. Key Real Estate Capital also... ...positions itself as a strategic partner in building long‑term wealth and independence through real estate. Role Description This is...PrivateFull timeWork at officeRemote workWork from home
$85k - $95k
...Bachelor's in Finance, Accounting, Economics, or a related field 1-4 years of experience in corporate FP&A, investment banking, private equity or strategic finance Strong financial modeling skills and comfort working with large, complex data sets Experience with...Private$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Job Information Job Identification 210567000 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 10/22/2024, 11:34 PM Locations 12860 El Camino Real, San Diego, CA,...PrivateFull timeTemporary workWork experience placementLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- A leading financial services firm based in San Diego seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. Candidates must have at least 2 years of experience in a Financial Advisor role, along with...
$40 per hour
Thekey-Concierge-Nursing is seeking Licensed Vocational Nurses (LVN) to provide high-end private duty care to clients in California. Enjoy flexibility as a 1099 independent contractor, setting your own schedule while delivering exceptional in-home care. Responsibilities...PrivateFor contractorsFlexible hours- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
- JPMorgan Chase & Co. is seeking a Private Client Banker in San Diego, California. The role involves managing banking relationships with affluent clients, providing tailored financial education and advice while exceeding customer expectations. The ideal candidate should...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Coronado, California. The role focuses on managing affluent clients' banking relationships, providing exceptional customer service, and recommending solutions tailored to individual financial needs. Qualified candidates...
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