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PWM Private Wealth AdvisorU.S. Bank • Walnut Creek, CA, United States
PWM Private Wealth Advisor

PWM Private Wealth Advisor

U.S. Bank • Walnut Creek, CA, United States
18 hours ago
Salary
$170,255.00–$200,300.00 yearly
Job type
  • Full-time
Job description

Job Title

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
  • 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

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.

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PWM Private Wealth Advisor • Walnut Creek, CA, United States

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