U.S. Bank · 23 hours ago
PWM Partner PWA
Scottsdale, AZ
Full-time
Hybrid
Senior Level, Lead/Staff
$98K/yr - $116K/yr
8+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The Private Wealth Management Partner Private Wealth Advisor is responsible for building a team around high net worth clients and ensuring their financial needs are met through comprehensive advice and planning.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for retention and growth of assigned client relationships
Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements
Qualification
Required
Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Preferred
Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Strong relationship management, networking and business development skills and a holistic view of the client
Ability to partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, interpersonal, verbal and written communication skills
Professional designation such as CFA or CFP is preferred
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2025-12-24
2025-12-17
Company data provided by crunchbase