PWM Private Wealth Advisor at U.S. Bank Minneapolis, MN

Job Description

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships within U.S. Bank Private Wealth Management. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The role requires growth through internal and external sales and development of new client relationships, with support from specialists in respective areas of expertise.

Requirements include National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, subject to a criminal background and credit check. Failure to maintain registration or satisfactory records may result in rescission of an offer or termination of employment.

• Bachelor's degree or equivalent work experience
• Eight or more years of experience interacting with high and ultra high net worth clients

• Established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with strategic partnerships
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Strong communication skills and the ability to simplify complex concepts for audiences of varying sophistication
• Passion for problem‑solving and acting as a strategic advisor
• Ability to make critical decisions independently and act as a business owner
• Professional designation such as CFA or CFP preferred

• 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

$ – $ (primary location)

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.

Posting may be closed earlier due to high volume of applicants.