PWM Private Wealth Advisor

U.S. Bank; Columbus (OH); Hybrid; USD 126,820 - 149,200; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Retirement plan (401k)

Paid time off

Job summary

U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage expertise in investments, banking, wealth and estate planning, and fiduciary services to tailor strategies for High and Ultra High Net Worth clients.

The role emphasizes building a trusted advisory relationship, networking, and collaboration with specialists to deliver comprehensive wealth solutions in a hybrid work environment.

Qualifications

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

Responsibilities

• Identify, close, and deepen client relationships within PWM.
• Drive growth through internal and external sales and develop new client relationships with the support of specialists.

Skills

High net worth client experience

Education

Bachelor or equivalent

Job description

Job Description

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.

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business‑sale advisory and pre‑transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

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
• Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

• Requires established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with developed strategic partnerships
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
• A passion for problem‑solving and acting as a strategic advisor
• Ability to make critical decisions independently and act as a business owner
• Professional designation such as CFA or CFP is preferred

Location

The role offers a hybrid/flexible schedule, which means there's an in‑office expectation of 3 or more days per week and the flexibility to work outside the office location for the other 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

Review our full benefits available by employment status here.

Compensation

Pay range: $126,820.00 - $149,200.00. 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).

Legal and Equal Opportunity Statements

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. 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. 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. 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.

Posting may be closed earlier due to high volume of applicants.