PWM Private Wealth Advisor
Job Summary
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.
About the Role
Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements.
Responsibilities
- Build a team of trust, banking and investment professionals around high net worth clients or client relationships
- Provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments)
- Ensure comprehensive financial advice and planning for clients
- Fiduciary administration and adherence to compliance requirements
Requirements
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Strong relationship management, networking and business development skills and a holistic view of the client
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent presentation, interpersonal, verbal and written communication skills
- Professional designation such as CFA or CFP is preferred
Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
Skills
- Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Strong relationship management, networking and business development skills and a holistic view of the client
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent presentation, interpersonal, verbal and written communication skills
- Professional designation such as CFA or CFP is 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
- 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
$111,605.00 - $131,300.00
Schedule
The role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.