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Pwm Private Wealth Advisor
Company | U.S. Bank National Association |
Address | , Salt Lake City, 84101, Ut |
Employment type | FULL_TIME |
Salary | $119,595 - $154,770 a year |
Expires | 2023-10-03 |
Posted at | 9 months 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.
U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.
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.
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
Preferred Skills/Experience
- Experience profiling clients and formulating customized strategies to address their needs
- Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
- Requires established network with strong relationship management, networking, and business development skills
- Professional designation such as CFA or CFP is preferred
- Ability to make critical decisions independently and act as a business owner
- Demonstrated success in specific client segments or verticals with developed strategic partnerships
- A passion for problem-solving and acting as a strategic advisor
- Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
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:
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 (some may vary based on role, location or hours):
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Short-term and long-term disability
- 401(k) and employer-funded retirement plan
- Healthcare (medical, dental, vision)
- Pregnancy disability and parental leave
- Up to 11 paid holiday opportunities
- Basic term and optional term life insurance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Adoption assistance
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
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.
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,595.00 - $140,700.00 - $154,770.00-
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