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Pwm private wealth advisor

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U.S. Bank National Association

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Location:
United States , Walnut Creek ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

170255.00 - 200300.00 USD / Year
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Job Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

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

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
  • 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 criminal background and credit check

Nice to have:

  • 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
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

Additional Information:

Job Posted:
April 23, 2026

Expiration:
May 29, 2026

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