Pwm Private Wealth Advisor

U.S. Bank

Portland, OR, United States
Base: $119,765.00 - $140,900.00; bonus/equity: not...
Hybrid
High net worth client management
Team building around client needs
Expertise in wealth management
At U.S. Bank, we’re on a journey to do our best

Job Summary

  • At U.S. Bank, we’re on a journey to do our best.
  • Responsible for retention and growth of medium to large size high net worth client relationships.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

At U.S. Bank, we’re on a journey to do our best.

Salary

Base: $119,765.00 - $140,900.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • High net worth client management
  • Team building around client needs
  • Expertise in wealth management

Nice-to-have

  • Strong networking skills
  • Excellent analytical skills
  • Professional designation such as CFA or CFP

Key Requirements

  • Bachelor's degree or equivalent experience
  • Eight or more years in wealth management
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter