Talent.com
U.S. Bank
PWM Private Wealth AdvisorU.S. Bank • Pasadena, CA, United States
No longer accepting applications
PWM Private Wealth Advisor

PWM Private Wealth Advisor

U.S. Bank • Pasadena, CA, United States
30+ days ago
Salary
$169,380.00 yearly
Job type
  • Full-time
Job 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. 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.

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 - Fluent in Mandarin

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working 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:

  • 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

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.

Pay Range: $169,380.00 - 207,020.00

Create a job alert for this search

PWM Private Wealth Advisor • Pasadena, CA, United States

Similar jobs

Wealth Advisor

TIAAPasadena, CA, United States
Full-time

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial la... Show more

 • Promoted

Financial Advisor

TradeJobsWorkforce90022 East Los Angeles, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

VP Financial Advisor

Wealth Enhancement GroupSan Marino, CA, United States
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California.This role is a key member of the advisory team and will help clients achieve ... Show more

 • Promoted

SVP/Chief Marketing Officer

First City Credit UnionAltadena, CA, United States
Full-time

First City Credit Union is in search of a strong leader to serve as the SVP/Chief Marketing Officer to plan, coordinate and execute the credit union's strategic marketing plan in the context of the... Show more

 • Promoted

Financial Advisor

Northwestern MutualAnaheim, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Associate, Private Equity Business Development

Harvey and Company LLCNewport Beach, CA, United States
Full-time

Associate, Private Equity Business DevelopmentIndustries: Private Equity, M&A, Financial Services, Financial SalesExperience Level: Associate (4years)Compensation: $150,000-$200,000Location: Ne... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiAltadena, CA, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce92711 Santa Ana, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Financial Advisor

BmoPico Rivera, CA, United States
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

 • Promoted

Asset & Wealth Management, Wealth Strategies Group, Vice President - Newport Beach, CA (SWR)

The Goldman Sachs Group, Inc.Newport Coast, CA, United States
Full-time

Are you a quick-thinking self-starter with a passion for the all facets of personal financial, have the desire to work closely with high net worth individuals and the ability to think outside the b... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausAltadena, CA, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionAltadena, CA, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Tax Senior - Private Wealth

DeloitteCosta Mesa, CA, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

 • Promoted

Wealth Advisor, Director

BmoPasadena, CA, United States
Part-time

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.Demonstrates an u... Show more

 • Promoted

Financial Advisor/Agent

Kohr Financial and Insurance ServicesSeal Beach, CA, United States
Full-time

Financial Advisor Or Investment Advisor Representative.We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and... Show more

 • Promoted

Financial Aid Planner

American Career CollegeAnaheim, CA, United States
Full-time

Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial pl... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Whittier, CA and Surrounding Areas

ChaseWhittier, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Wealth Advisor

Corient Capital PartnersNewport Coast, CA, United States
Permanent

Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve thei... Show more

 • Promoted

Senior Wealth Advisor SAFE Act

CitigroupPasadena, CA, United States
Full-time

Senior Wealth Advisor SAFE Act.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the globe.At Citi, you'll have... Show more

 • Promoted

Business Development Associate

MaxmyinterestPasadena, CA, United States
Full-time

Business Development Associate.Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.Max"), an intelligent cash management solution that helps individual investors ear... Show more