PWM Private Wealth Advisor

Us Bank; Rancho Cucamonga (CA); On-site; USD 149,515 - 175,900; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick Leave accruals

Job summary

U.S. Bank is looking for a seasoned professional to manage and grow high net worth client relationships in Rancho Cucamonga. The role involves building a dedicated team around the client and providing expert wealth management advice. Candidates should have at least 10 years of experience in this field.

Preferred qualifications include strong relationship management and business development skills. A bachelor's degree is required, and credentials like CFA or CFP are a plus. Competitive benefits package is offered alongside a salary range of $149,515 to $175,900 annually.

Qualifications

• 10 or more years of experience in high and ultra-high net worth client wealth management.
• Strong skills in identifying and servicing unique client needs.
• Professional designation such as CFA or CFP is preferred.

Responsibilities

• Retain and grow medium to large high net worth client relationships.
• Build a team of Banking, Trust and Investment professionals.
• Handle complex wealth and relationship management issues.

Skills

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Education

Bachelor's degree or equivalent

Tools

NMLS registration

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

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 law

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.

Salary range: $149,515.00 - $175,900.00

Reporting of background checks includes consideration of arrest or conviction records, compliance with local fair chance ordinances, and adherence to federal guidelines. Applicants must be able to comply with U.S. Bank policies and procedures.

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