Pwm private wealth advisor Job at U.S. Bank National Association (Cincinnati)

New

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Seattle; Bellevue

Salary:

148495.00 - 174700.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acts as a conduit for Private Wealth Management's strategic partners in the region

What we offer

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

Fulltime

!

New

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Louisville; Lexington

Salary:

124695.00 - 146700.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
Professional designation such as CFA or CFP is preferred

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acts as a conduit for Private Wealth Management's strategic partners in the region

What we offer

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

Fulltime

!

New

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Park City

Salary:

126820.00 - 149200.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
Professional designation such as CFA or CFP is preferred

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acts as a conduit for Private Wealth Management's strategic partners in the region.

What we offer

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

Fulltime

!

New

Pwm private wealth advisor

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Fort Lauderdale

Salary:

165000.00 - 200000.00 USD / Year

U.S. Bank National Association

Expiration Date

March 31, 2026

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
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
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

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
Providing counsel and expert advice in all areas of Wealth Management

What we offer

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

Fulltime

New

Pwm private wealth advisor

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

Salary:

159970.00 - 188200.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

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
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

Job Responsibility

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

What we offer

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

Fulltime

!

New

Pwm private wealth advisor

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Portland

Salary:

119765.00 - 140900.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience in high and ultra-high net worth client wealth management activities
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Strong relationship management, networking, and business development skills
Excellent talent for driving business
Thorough 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

Job Responsibility

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
Providing counsel and expert advice in all areas of Wealth Management

What we offer

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

Fulltime

!

New

Pwm private wealth advisor

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Cincinnati

Salary:

143905.00 - 169300.00 USD / Year

U.S. Bank National Association

Expiration Date

April 03, 2026

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
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

Job Responsibility

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
Provides counsel and expert advice in all areas of Wealth Management

What we offer

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

Fulltime

New

Private Wealth Advisor Partner

Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared r...

Location

United States , Portland

Salary:

92820.00 - 109200.00 USD / Year

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

Bachelor's degree, or equivalent work experience
Up to three years of related experience
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to required registration process, including a criminal background and credit check

Job Responsibility

Soliciting, developing, managing, and retaining client relationships for PWM
Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies
Achieve sales, revenue and practice excellence goals
Hone the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor

What we offer

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

Fulltime

!

Pwm private wealth advisor

U.S. Bank National Association

Location:
United States , Cincinnati

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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Job Responsibility:

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Job Posted:February 20, 2026

Expiration:February 27, 2026

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