PWM Private Wealth Management Advisor

7 days ago


Jackson, Wyoming, United States U.S. Bank Full time

At U.S. Bank, we're dedicated to helping our clients achieve their financial goals. Our Private Wealth Management team provides personalized advice and guidance to high net worth individuals and families, helping them navigate complex financial decisions and create a tailored wealth strategy. As a Private Wealth Advisor, you'll work closely with clients to understand their unique needs and goals, and develop a comprehensive plan to help them achieve financial success. This role requires a deep understanding of investments, wealth planning, and fiduciary services, as well as excellent communication and relationship-building skills. If you're passionate about helping others achieve financial freedom and have a strong background in finance, we encourage you to apply.

Key Responsibilities:

- Develop and implement comprehensive wealth plans for high net worth clients
- Provide personalized advice and guidance on investments, wealth planning, and fiduciary services
- Build and maintain strong relationships with clients and internal stakeholders
- Collaborate with cross-functional teams to deliver exceptional client service

Requirements:

- Bachelor's degree in a related field
- 8+ years of experience in wealth management or a related field
- Strong understanding of investments, wealth planning, and fiduciary services
- Excellent communication and relationship-building skills

Benefits:

As a U.S. Bank employee, you'll enjoy a comprehensive benefits package, including health insurance, retirement savings, and paid time off. We also offer opportunities for professional development and career advancement.

  • 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
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. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

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: $135,150.00 - $159,000.00 - $174,900.00

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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