Talent.com
U.S. Bancorp
PWM Private Wealth AdvisorU.S. Bancorp • Portland, OR, United States
PWM Private Wealth Advisor

PWM Private Wealth Advisor

U.S. Bancorp • Portland, OR, United States
30+ days ago
Salary
$119,765.00 yearly
Job type
  • Full-time
Job description

U.S. Bank Financial Advisor

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 atall from Day One.

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.

Basic Qualifications:

  • Bachelor's degree, or equivalent work experience
  • Eight or more years of experience in high and ultra-high net worth client wealth management activities
  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Preferred Skills/Experience:

  • 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
  • Professional designation such as CFA or CFP

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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: $119,765.00 - $140,900.00

Create a job alert for this search

PWM Private Wealth Advisor • Portland, OR, United States

Similar jobs

J.P. Morgan Wealth Management Private Client Advisor - Lake Oswego, OR

JPMorgan ChaseLake Oswego, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Associate Wealth Advisor

Focus Financial PartnersPortland, OR, United States
Full-time

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creatin... Show more

 • Promoted

Senior Investment Advisor, CFP

Sanctuary Wealth Group, LLCPortland, OR, United States
Full-time

Senior Investment Advisor, CFP.Location: Portland, OR (Downtown Office) Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office MondayThursday, Remote Fridays) Reports To: Practice Leader Firm... Show more

 • Promoted

Senior Wealth Advisor

Riverview BankVancouver, WA, United States
Full-time

This position ensures the growth and development for the Wealth, Financial Planning, and Financial Advisory aspects of the business line.This individual will partner with business line leaders to d... Show more

 • Promoted

Financial Advisor

Edward JonesPortland, OR, United States
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the... Show more

 • Promoted

Licensed Marriage and Family Therapist (LMFT) - Woodland, WA

LifeStance HealthWoodland, WA, US
Full-time

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.Our mission is to help people lead healthier, more fulfilling lives... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,969 to $2,169 per week in St. Helens, OR

AlliedTravelCareersSt. Helens, OR, US
$1,969.00 weekly
Full-time +1

AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in St.Looking for a change of scenery and a chance to help others? Join Jackson Therapy Part... Show more

 • Promoted

Financial Advisor

First Tech Federal Credit UnionBeaverton, OR, United States
Full-time

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and ... Show more

 • Promoted

Account Development Representative (Hunter)

BaileyVancouver, WA, United States
Full-time

Account Development Representative.The Account Development Representative (ADR) role specializes in winning new business across Bailey to create One Material Handling Solution, with a particular fo... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Lake Oswego, OR

ChaseLake Oswego, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLake Oswego, OR, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data AnnotationSt. Helens, Oregon
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Senior Account Executive - Private Client Group (HNW Personal Lines)

NFP CorpPortland, OR, United States
Full-time

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.We are an organization of consultative advisors and problem solvers.We help companies and individuals aroun... Show more

 • Promoted

Financial Advisor - OR, NY, NJ, FL, or CA

Crete Professionals AlliancePortland, OR, United States
Full-time

Experienced Financial Advisor Independence & Growth Opportunity.Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm?.Cross Financial is see... Show more

 • Promoted

Your Gift, Their Family – Surrogates Needed with High Compensatione

Shining Light BabyPortland, OR, US
Full-time

Surrogacy allows you to make a lasting impact in someone’s life while earning meaningful financial support for your own family.Whether you stay home with your children or work outside the home, sur... Show more

 • Promoted

Wealth Advisor - Mechanics Bank

LPL FinancialLake Oswego, OR, United States
Full-time

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs.This exciting opportunity at Mechanics Bank invites you to join our empl... Show more

 • Promoted

VP Financial Advisor

Wealth Enhancement GroupLake Oswego, OR, United States
Full-time

Our Lake Oswego office in Oregon is looking for a VP Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the cli... Show more

 • Promoted

Mortgage Financing Advisor - Vancouver WA/Portland, OR (Pulte Mortgage)

PulteGroupPortland, OR, United States
Full-time

This position can be filled in either Vancouver, WA OR Portland, OR, and will work in both locations.The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory... Show more

 • Promoted

Financial Advisor

Northwestern MutualLake Oswego, OR, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Financial Advisor

First Technology Federal Credit UnionBeaverton, OR, US
$72,000.00 yearly
Full-time

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and ... Show more