PWM Private Wealth Advisor

U.S. Bank • Walnut Creek, CA • 10h ago

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 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

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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

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: $170,255.00 - $200,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Accounting Manager

Robert Half • San Francisco, CA • 23min ago

Finance, Accounting & Banking

Description We are offering a short term contract opportunity for an Accounting Manager in San Francisco. The role will involve managing multiple facets of accounting including General Accounting, Revenue, Cost Accountin...

23min ago

Go to Apply

Cost Accounting Manager

Robert Half • Walnut Creek, CA • 27min ago

Finance, Accounting & Banking

Description We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving op...

27min ago

Go to Apply

Front Office Manager

Omni Hotels • San Francisco, CA • 31min ago

Retail & Hospitality

Overview San Francisco Hotel Amidst the breathtaking views that can be found in any corner of the city, San Francisco has something for everyone. You will find a vibrant culture full of art, historical landmarks, museums...

31min ago

Go to Apply

Connected Supply Chain, Planning - Kinaxis, Senior Associate

PwC • San Francisco, CA • 43min ago

Manufacturing & Warehouse

Specialty/Competency: Operations Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in operations consulting specialise in providing consulting services on optimising o...

43min ago

Go to Apply

Intelligent Supply Chain & AI Champion, Senior Manager

PwC • San Francisco, CA • 43min ago

Management & Administrative

Specialty/Competency: Operations Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% A career in Connected Supply Chain, within Operations Consulting, will provide you with the opportunity...

43min ago

Go to Apply

Connected Supply Chain, Planning - Kinaxis, Senior Manager

PwC • San Francisco, CA • 44min ago

Management & Administrative

44min ago

Go to Apply

TMT Supply Chain Operations Consultant, Director

PwC • San Francisco, CA • 46min ago

Management & Administrative

46min ago

Go to Apply

Sr Mechanical Engineer

AECOM • Oakland, CA • 1h ago

IT & Engineering

Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he...

1h ago

Go to Apply

Registered Nurse

Adecco US, Inc. • Pleasanton, CA • 1h ago

Hospital & Medical

Clinical Nurse (RN) Location: Pleasanton , CA Schedule: Day and Night Shifts Available | 3x12s Pay Rate: $56-$82 per hour Position Overview We're seeking a compassionate and skilled Clinical Nurse (RN) to deliver high-qu...

1h ago

Go to Apply

Manager, Finance Transformation

Uber • San Francisco, CA • 2h ago

Finance, Accounting & Banking

About the Role We are looking to hire a Manager of Finance Transformation to join our Transformation Management Office. As a key member of our finance team, you will play a crucial role in leading and driving the transfo...

2h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.