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 growing the business through internal and external sales and development of new client relationships within PWM.

Requirements

• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with developed strategic partnerships
• 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