PWM Private Wealth Advisor

Job Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships, using a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

The PWA drives growth through internal and external sales and development of new client relationships within PWM, supported by specialists with deeper expertise. As a U.S. Bank representative in the community, the PWA also acts as a conduit for Private Wealth Management’s strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in rescission of the offer or termination of employment.

Basic Qualifications

• Bachelor's degree or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills / Experience

• 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
• Holistic approach to managing client relationships and organizing a team of specialists
• Strong communication skills and ability to simplify complex concepts for diverse audiences
• 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

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

Pay Range: $ - $

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.