PWM Private Wealth Advisor

Us Bank; Pasadena (CA); On-site; USD 169,380 - 207,020; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Up to 11 paid holiday opportunities

Job summary

U.S. Bank is seeking a seasoned expert in Wealth Management to handle high net worth client relationships in Pasadena, California. The ideal candidate will be responsible for retention and growth strategies while leading a team of professionals to meet client needs.

Applicants should have over 10 years of experience in wealth management, demonstrate excellent relationship management skills, and preferably hold a CFA or CFP designation. This position also favors proficiency in Mandarin.

Qualifications

• 10+ years of experience in high and ultra-high net worth client wealth management activities.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Responsible for retention and growth of medium to large high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around clients.

Skills

Relationship management

Business development

Analytical skills

Fluent in Mandarin

Education

Bachelor's degree or equivalent work experience

Tools

U.S. Bancorp Banking products

Trust and Investment services

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.

Job Description

Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

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
• 10 or more years of experience in high and ultra-high net worth client wealth management activities

Preferred Skills/Experience

• Excellent relationship management, networking, and business development skills
• Extraordinary talent for driving business
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients’ needs
• Well-developed analytical and problem‑solving skills
• Excellent writing, speaking, and presentation skills
• Ability to make critical decisions independently
• Professional designation such as CFA or CFP is preferred
• Fluent in Mandarin

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

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. Review 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.

Pay Range: $169,380.00 – $207,020.00. 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).

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, 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 Secretion Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.