U.S. Bank

PWM Private Wealth Advisor

U.S. Bank

12 days ago
Pasadena, CA
Hybrid
Full Time
Senior
0 applicants
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U.S. Bank
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About this role

This role involves managing and expanding relationships with high net worth clients, providing expert wealth management advice, and coordinating with a team of banking, trust, and investment professionals. The position requires extensive experience in wealth management, a professional designation such as CFA or CFP is preferred, and fluency in Mandarin is highly valued.

Skills

Qualifications

Bachelor's degree
U.S. Bank

About U.S. Bank

usbank.com

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.

About U.S. Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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