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PWM Private Wealth Advisor at U.S. Bank - ApplyBlast

PWM Private Wealth Advisor

U.S. Bank

3 months ago

3.3 on Glassdoor

Kansas City, MO

Onsite

Full Time

Senior

0 applicants

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About this role

A Private Wealth Advisor at U.S. Bank advises high and ultra high net worth clients on holistic financial objectives, including wealth planning, investments, and estate strategies. The role involves identifying, closing, and deepening client relationships while driving growth through internal and external sales. Advisors act as strategic partners in the community and collaborate with a team of specialists to deliver customized solutions.

Responsibilities

Identify and close relationships with high net worth clients
Advise clients on wealth, estate, and investment planning
Develop customized financial strategies to address client needs
Drive growth through internal and external sales efforts
Collaborate with specialists to deliver holistic financial solutions

Skills

Qualifications

Bachelor's degreeNMLS RegistrationCFA designationCFP designation

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

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