US Bank Logo

US Bank

PWM Private Wealth Advisor

Posted 7 Days Ago
Be an Early Applicant
In-Office
New York, NY
165K-200K Annually
Expert/Leader
In-Office
New York, NY
165K-200K Annually
Expert/Leader
Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate teams of banking, trust, and investment professionals to deliver comprehensive wealth solutions. Provide expert counsel on complex wealth management issues, drive business development, and ensure regulatory compliance (NMLS/Reg Z).
The summary above was generated by AI

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.

Job Description
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. 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.

Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.

Basic Qualifications
- Bachelor's degree
- 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
Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the 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 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:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

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.

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.

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: $170,255.00 - $200,300.00

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 Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, 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.

Similar Jobs

7 Days Ago
In-Office
140K-175K Annually
Senior level
140K-175K Annually
Senior level
Fintech
Advise high and ultra-high net worth clients on investments, wealth and estate planning, banking, credit, insurance, and trust services. Identify, acquire, and deepen relationships through internal and external business development, coordinate specialist teams, and act as regional Private Wealth Management representative. Drive growth and retain clients while ensuring regulatory registration and compliance requirements are met.
20 Minutes Ago
Hybrid
177K-283K Annually
Senior level
177K-283K Annually
Senior level
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Lead design, execution, and oversight of Mastercard's global sanctions and export control compliance frameworks. Responsibilities include policy and control enhancements, enterprise risk assessments, sanctions screening oversight, incident investigations, training and communications, due diligence for M&A, new product reviews, regulatory exam and audit support, and senior management reporting.
21 Minutes Ago
Remote or Hybrid
204K-391K Annually
Senior level
204K-391K Annually
Senior level
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Senior sales leader responsible for expanding Ethoca product adoption with top-tier issuers, digital banks and fintechs across North America. Drive revenue through consultative enterprise SaaS sales, partner with Mastercard account managers and cross-functional teams, nurture executive relationships, support implementations, and represent Ethoca at industry events. Role requires travel within the U.S. as needed.

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account