PWM Private Wealth Advisor

U.S. Bank

Naples, FL

JOB DETAILS
SALARY
$143,905–$169,300 Per Year
SKILLS
Analysis Skills, Bank Management, Bank Secrecy Act, Banking Services, Business Development, Chartered Financial Analyst (CFA), Community Support, County Ordinances, Customer Experience, Customer Relations, Customer Support/Service, Disability Accommodations, E Programming Language, Estate Planning, Fiduciary, Healthcare, High Net Worth, Homeland Security, Insurance, Licensing, Mortgage, Private Wealth Management, Problem Solving Skills, Relationship Management, Safety Process, Safety/Work Safety, Sales, Sales Management, System Operations, Talent Management, Team Lead/Manager, United States Citizenship and Immigration Services (USCIS), Wealth Management
LOCATION
Naples, FL
POSTED
1 day 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.Private Wealth Advisor Role U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically and comprehensively 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 leads our team‑based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing 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 RegulationZ. 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 experience10 or more years of experience in high and ultra‑high net worth client wealth management activitiesPreferred Skills/Experience Excellent relationship management, networking and business development skillsExtraordinary talent for driving businessExtensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and servicesAbility to partner with colleagues to identify and service unique clients' needsWell‑developed analytical and problem‑solving skillsExcellent writing, speaking, and presentation skillsAbility to make critical decisions independentlyProfessional designation such as CFA or CFP is preferredLocation The role offers a hybrid/flexible schedule, with an in‑office expectation of three or more days per week and flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to disability accommodations for applicants.Benefits Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort‑term and long‑term disabilityPregnancy disability and parental leave401(k) and employer‑funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here.Salary range: $143,905.00 – $169,300.00. The actual range may differ based on the location of the role.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.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.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 Section19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, RegZ, RegG, 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.#J-18808-Ljbffr

About the Company

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U.S. Bank