Pwm Private Wealth Advisor

U.S. Bank

Base: $185,000 to $215,000; bonus/equity: incentiv...
10+ years high net worth experience
Bachelor's degree or equivalent
Nmls registration compliance
The role is responsible for the retention and growth of medium to large size high net worth client relationships

Job Summary

  • The role is responsible for the retention and growth of medium to large size high net worth client relationships.
  • Incumbents must build a team of Banking, Trust, and Investment professionals to meet and exceed client needs.
  • Compensation includes a base pay range between $185,000 and $215,000 along with comprehensive benefits like healthcare and 401(k).

Matching Summary

The role is responsible for the retention and growth of medium to large size high net worth client relationships.

Salary

Base: $185,000 to $215,000; Bonus/Equity: Incentive programs and equity stock purchase available; Benefits: Healthcare, 401(k), paid vacation, and parental leave

Skills & Requirements

Must-have

  • 10+ years high net worth experience
  • Bachelor's degree or equivalent
  • NMLS registration compliance

Nice-to-have

  • CFA or CFP professional designation
  • Strong networking and business development skills
  • Expertise in complex wealth issues

Key Requirements

  • 10 or more years of wealth management experience
  • Bachelor's degree required
  • NMLS registration under S.A.F.E. Act

Work Rights

Not specified

Tailored Resume

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