PWM Private Wealth Advisor

U.S. Bancorp

  • San Francisco, CA
  • 4 days ago
  • $180,270–$220,330 Per Year

Highlights

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. 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.

Numbers & Facts

LocationSan Francisco, CA
Salary$180,270–$220,330 Per Year

Description

Job Title

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.

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

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 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, 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: $180,270.00 - 220,330.00

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