PWM Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships, and requires a bachelor's degree and eight or more years of experience interacting with High and Ultra High Net Worth clients.

Requirements

• Bachelor's degree
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• 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
• 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