Private Wealth Advisor

Position Overview

U.S. Bank Private Wealth Management (PWM) seeks a Private Wealth Advisor (PWA) to identify, close, and deepen client relationships across high and ultra‑high net worth client segments. The PWA works with a team of specialists to provide integrated wealth and estate planning, investment, banking, credit, insurance, charitable giving, and fiduciary services.

• Identify, acquire, and retain relationships with high‑net‑worth clients.
• Develop and execute internal and external sales strategies to grow the client base.
• Collaborate with specialists to deliver holistic, customized client strategies.
• Act as a conduit between PWM’s strategic partners in the region and the community.
• Maintain up‑to‑date knowledge of products, market trends, and regulatory requirements.

• Bachelor’s degree or equivalent work experience.
• Eight or more years of experience interacting with high and ultra‑high net worth clients.
• National Mortgage Licensing System (NMLS) registration, with compliance to the S.A.F.E. Act of 2008 and Regulation
  
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• Eligibility to pass a criminal background and credit check; maintenance of satisfactory records.

• Established network with strong relationship‑management, networking, and business‑development skills.
• Successful track record in specific client segments or verticals and formation of strategic partnerships.
• Ability to profile clients and formulate customized strategies that address their needs.
• Holistic approach to client relationships; ability to organize and prioritize a team of specialists.
• Excellent communication skills, simplifying complex concepts for diverse audiences.
• Passion for problem‑solving and acting as a strategic advisor.
• Decisiveness and independence, acting as a business owner.
• Professional designation such as CFA or CFP is preferred.

• Health, dental, and vision coverage.
• Basic 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 (two to five weeks depending on salary grade and tenure).
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and safe leave accruals (one hour per 30 hours 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, veteran status, or other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program.