PWM Private Wealth Advisor

Us Bank; Ontario (CA); On-site; USD 133,365 - 156,900; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick and Safe Leave accruals

Job summary

U.S. Bank is seeking a Private Wealth Advisor in Ontario, California, dedicated to helping clients identify and achieve financial objectives. This role involves building and deepening relationships with High and Ultra High Net Worth clients, utilizing a comprehensive understanding of wealth management and problem-solving skills.

The ideal candidate should possess a Bachelor's degree, 8+ years of client-facing experience, and strong communication abilities. Benefits include healthcare, retirement plans, paid vacation, and more.

Qualifications

• Eight or more years of experience interacting with High and Ultra High Net Worth clients.
• Professional designation such as CFA or CFP preferred.

Responsibilities

• Identify, close, and deepen client relationships.
• Drive growth through internal and external sales.
• Act as a strategic advisor for clients.

Skills

Relationship management

Networking skills

Business development

Communication skills

Problem-solving

Education

Bachelor's degree or equivalent work experience

Tools

CFA

CFP

Job description

Job Description

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. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships, using a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA drives growth through internal and external sales and development of new client relationships within PWM, supported by specialists with deeper 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, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in rescission of the 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

• Established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with strategic partnerships
• Experience profiling clients and formulating customized strategies
• Holistic approach to managing client relationships and organizing a team of specialists
• Strong communication skills and ability to simplify complex concepts for diverse audiences
• 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 preferred

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

Pay Range: $133,365.00 - $156,900.00

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.