PWM Private Wealth Advisor

Posted Yesterday
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Pasadena, CA, USA
In-Office
169K-207K Annually
Expert/Leader
Fintech
The Role
Manage retention and growth of medium to large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals to deliver comprehensive wealth solutions. Provide expert counsel on complex wealth management issues, drive business development, and coordinate cross-functional service for clients. Must maintain required regulatory registrations and clear background/credit checks.
Summary Generated by Built In

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
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: 

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: $169,380.00 - 207,020.00

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.

Skills Required

  • Bachelor's degree or equivalent work experience
  • 10+ years experience in high and ultra-high net worth client wealth management
  • NMLS registration under the SAFE Act and compliance with Regulation Z
  • Successful completion and maintenance of criminal background and credit checks
  • Extensive knowledge of banking, trust, and investment products and services
  • Excellent relationship management, networking, and business development skills
  • 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
  • Fluent in Mandarin

US Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about US Bank and has not been reviewed or approved by US Bank.

  • Retirement Support The package pairs a pension with a matched 401(k), strengthening long‑term financial security. Retirement programs and other financial safeguards are presented as comprehensive.
  • Leave & Time Off Breadth Paid vacation, sick time, numerous holidays, and dedicated volunteer hours provide meaningful time away. Additional time off with tenure and options to expand PTO bolster flexibility.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA options and wellness resources are described as robust. Health insurance is characterized as top‑notch in multiple descriptions.

US Bank Insights

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The Company
HQ: Minneapolis, MN

What We Do

We believe in putting people first, and our dedication to making ethical decisions and doing the right thing is at the heart of what we do. We're proud to be named by Ethisphere as a 2018 World's Most Ethical Company.

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