PWM Private Wealth Advisor
Listed on 2026-08-15
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Finance & Banking
Wealth Management, Financial Sales, Portfolio & Asset Management
Overview
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. 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.
Responsibilities- Retain and grow medium to large size high net worth client relationships.
- Build a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs.
- Handle complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Basic Qualifications:
- Bachelor’s degree or equivalent work experience.
- 10+ 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 client 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.
Position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Applicants will undergo a criminal background and credit check as part of the registration process. Failure to maintain NMLS requirements may result in rescission or termination.
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 (2–5 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
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. 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. Applicants must be able to comply with U.S. Bank policies and procedures.
SalaryRange
$ – $ (primary location; actual range may vary by location)
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