PWM Private Wealth Advisor
U.S. BankIrvine, California, United States
Posted January 22, 2026
159970 - 188200 USD
Full Time
About the Company
U.S. Bank is an equal opportunity employer that considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status.
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships, builds a team of Banking, Trust and Investment professionals around client, and provides counsel and expert advice in all areas of Wealth Management.
Requirements
- Bachelor's degree
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- Excellent relationship management, networking, and business development 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
- 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