PWM Private Wealth Advisor

U.S. Bank; Minneapolis, Northern (MN, KY); Hybrid; USD 127,000 - 155,000; Full time

Benefits offered by this job

Healthcare (medical)

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s PWM Private Wealth Advisor role in Minneapolis focuses on building trusted teams around high net worth clients, delivering tailored trust, banking and investment counsel, and driving client retention and growth.

The position requires a Bachelor's degree and 8+ years of experience with UHNW clients; CFA/CFP preferred. Strong relationship skills, business development acumen, and independent decision making are essential. Extensive benefits accompany the role.

Qualifications

• Bachelor's degree or equivalent work experience.
• Eight or more years of experience with high net worth clients.
• Professional designation such as CFA or CFP preferred.

Responsibilities

• Build and retain relationships with high net worth clients.
• Collaborate with product specialists to provide comprehensive wealth management solutions.
• Ensure fiduciary compliance and holistic financial planning for clients.

Skills

Relationship management

Networking

Business development

Analytical problem solving

Presentation skills

Verbal & written communication

Independent decision making

Education

Bachelor's degree

Job description

## PWM Private Wealth AdvisorApply: Minneapolis, MN: Full time: Posted Yesterday: End Date: September 15, 2026 (3 days left to apply): 2026-0028305At 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**Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements.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*** Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services* Strong relationship management, networking and business development skills and a holistic view of the client* Ability to partner with colleagues to identify and service unique clients needs* Well-developed analytical and problem-solving skills* Ability to make critical decisions independently* Excellent presentation, interpersonal, verbal and written communication skills* Professional designation such as CFA or CFP is preferredIf 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 lawReview 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: $126,810.00 - 154,990.00U.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.**