PWM Private Wealth Advisor
$133,365–$156,900 year
On-site · Houston, Texas, United States
Job Summary
Private Wealth Advisor (PWA) at U.S. Bank helps identify, close, and deepen client relationships within Private Wealth Management. Leverages broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. Drives growth through internal and external sales and development of new client relationships; collaborates with a team of specialists and serves as a conduit for PWM's strategic partners in the region. Requires NMLS registration under the SAFE Act with background and credit checks. Preferred professional designations such as CFA or CFP are encouraged.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
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