U.S. Bancorp

PWM Private Wealth Advisor

$169KFull-time · Irvine, CA
✓ Verified live on the employer's own system · added 4 days ago
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Senior · 10+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 10+ years

Skills & tools

Wealth Management

Benefits — mentioned in this posting

Remote / flexibleHealth, dental & visionFamily / parental leave401(k) / retirementPaid time offEquity / stock
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Full 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 that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check.

Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment

Basic Qualifications

  • Bachelor's degree, or equivalent work experience - 10 or more years of experience in high and ultra-high net worth client wealth management activities

Preferred Skills/Experience

  • Excellent relationship management, networking, and business development skills
  • Extraordinary talent for driving business
  • Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
  • Ability to partner with colleagues to identify and service unique clients' needs
  • Well-developed analytical and problem-solving skills
  • Excellent writing, speaking, and presentation skills
  • Ability to make critical decisions independently
  • Professional designation such as CFA or CFP is preferred

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S.

Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $169,380.00 - 207,020.00

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This posting was published by U.S. Bancorp on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.