PWM Private Wealth Advisor
$155,000–$190,000 year
Hybrid · Charlotte, North Carolina, United States
Job Summary
The Private Wealth Advisor at U.S. Bank is responsible for identifying, closing, and deepening client relationships. This role requires expertise in wealth and estate planning, investments, banking, credit, and insurance to help clients achieve their financial goals. The PWA uses a holistic approach alongside a team of specialists to develop and manage client strategies. This position is based in Charlotte, NC, with a hybrid work schedule requiring in-office attendance 3 or more days per week.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
Desired Qualifications
- Professional designation such as CFA or CFP is preferred
- Demonstrated success in specific client segments or verticals with developed strategic partnerships
- Experience profiling clients and formulating customized strategies to address their needs
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