PWM Private Wealth Advisor at U.S. Bank Minneapolis, MN

Hong Kong Study Skills Research Institute; Minneapolis (MN); On-site; USD 126,820 - 149,200; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Adoption assistance

Job summary

The Hong Kong Study Skills Research Institute in Minneapolis is seeking a Private Wealth Advisor responsible for managing relationships within U.S. Bank Private Wealth Management. The ideal candidate will have a bachelor's degree and significant experience with high net worth clients.

Benefits include healthcare, life insurance, and a 401(k) retirement plan. The salary range is $126,820.00 to $149,200.00, with opportunities for paid vacation and leave.

Qualifications

• Eight or more years of experience interacting with high and ultra high net worth clients.
• Experience profiling clients and formulating customized strategies to address their needs.
• Holistic approach to managing client relationships.

Responsibilities

• Identify, close, and deepen client relationships within U.S. Bank Private Wealth Management.
• Grow through internal and external sales and development of new client relationships.
• Work alongside specialists in respective areas of expertise.

Skills

Relationship management

Networking

Business development

Strong communication skills

Problem-solving

Education

Bachelor's degree or equivalent work experience

Tools

NMLS registration

CFA or CFP designation

Job description

Job Description

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships within U.S. Bank Private Wealth Management. 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 role requires growth through internal and external sales and development of new client relationships, with support from specialists in respective areas of expertise.

Requirements include National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, subject to a criminal background and credit check. Failure to maintain registration or satisfactory records may result in rescission of an 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 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 of varying sophistication
• 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

Salary Range

$126,820.00 – $149,200.00 (primary location)

EEO Statement

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.

Posting Notice

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