PWM Private Wealth Advisor
U.S. BankSan Diego, CA
Posted March 3, 2026
159970 - 188200 USD
Full Time
About the Company
U.S. Bank is a financial institution on a journey to help customers and businesses make better and smarter financial decisions and enable communities to grow and succeed.
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships, building a team of Banking, Trust and Investment professionals around client needs, and handling complex wealth and relationship management issues.
Requirements
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- 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