<span>PWM Private Wealth Advisor</span>

$124,355 - $146,300/Yr

US Bank - Denver, CO

Full-time - Senior

Hybrid - Denver, CO

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Private Wealth Management (PWM) Private Wealth Advisor is responsible for building and managing a team of trust, banking, and investment professionals to serve high net worth clients. This role focuses on the retention and growth of client relationships, providing comprehensive financial advice and planning, and ensuring compliance with fiduciary responsibilities. The advisor collaborates with product specialists to deliver tailored financial solutions and must maintain National Mortgage Licensing System (NMLS) registration.

Responsibilities

• Build and manage a team of trust, banking, and investment professionals around high net worth clients.
• Retain and grow assigned client relationships.
• Partner with Private Wealth Management Product Specialists to provide expert advice in Trust, Private Banking, and Investments.
• Ensure comprehensive financial advice and planning for clients.
• Adhere to compliance requirements and fiduciary administration.

Requirements

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience interacting with High and Ultra High Net Worth clients.

Nice-to-haves

• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
• Strong relationship management, networking, and business development skills.
• Well-developed analytical and problem-solving 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