PWM Private Wealth Advisor at U.S. Bank Scottsdale, AZ

Hong Kong Study Skills Research Institute; Scottsdale (AZ); Hybrid; USD 111,605 - 134,650; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (2–5 weeks)

Adoption assistance

Job summary

U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively.

The ideal candidate will have over eight years of experience in wealth management and possess strong relationship management skills. This hybrid position generally requires three days a week at the office with flexible work arrangements.

Qualifications

• Minimum of eight years of experience in high and ultra-high net-worth client wealth management.
• NMLS registration under the S.A.F.E. Act of 2008 required.

Responsibilities

• Responsible for retention and growth of high net-worth client relationships.
• Builds and leads a team of Banking, Trust, and Investment professionals.
• Provides expert advice in all areas of Wealth Management.

Skills

Relationship management

Networking

Business development

Analytical skills

Presentation skills

Education

Bachelor’s degree or equivalent work experience

Tools

Financial planning software

Job description

Position Overview

PWM Private Wealth Advisor job at U.S. Bank in Scottsdale, AZ. At U.S. Bank, we help customers and businesses make better financial decisions and support communities. We offer varied opportunities for career growth.

Job Description

Responsible for retention and growth of medium-to-large high net‑worth client relationships. Builds and leads a team of Banking, Trust, and Investment professionals to meet and exceed client needs. The incumbent is a seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Basic Qualifications

• Bachelor’s degree or equivalent work experience.
• Eight or more years of experience in high and ultra‑high net‑worth client wealth management activities.
• NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, subject to background and credit checks.

Preferred Skills and Experience

• Strong relationship management, networking, and business development skills.
• Excellent talent for driving business.
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.
• Ability to partner with colleagues to 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.

Work Arrangement

This hybrid role typically requires three days a week at a U.S. Bank location, with flexibility on other working days.

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 (2–5 weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and safe leave (1 hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law)

Compensation

Pay Range: $111,605.00 – $134,650.00 (may vary by 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.

E‑Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all U.S. facilities. Applicants must be able to comply with U.S. Bank policies and procedures.

Background Checks

U.S. Bank conducts background checks consistent with applicable local laws. Applicants must comply with company policies.