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PWM Private Wealth Advisorjob Id2025 - 0013760locationcincinnati, OH, United Statesposting Start Date09/22/2025anticipated Posting End Date10/31/2025job Typefull Timejob Available In 2 Categories.sales & Relationship Managementexecutive

Build and lead a team to deliver comprehensive wealth management solutions to high net worth clients
Cincinnati, Ohio, United States
Senior
$143,905 – 169,300 USD / year
3 days ago
US Bank

US Bank

A diversified financial services company providing banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

PWM Private Wealth Advisor

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.

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

Location: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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 (some may vary based on role, location or hours):

  • 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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

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PWM Private Wealth Advisorjob Id2025 - 0013760locationcincinnati, OH, United Statesposting Start Date09/22/2025anticipated Posting End Date10/31/2025job Typefull Timejob Available In 2 Categories.sales & Relationship Managementexecutive
Cincinnati, Ohio, United States
$143,905 – 169,300 USD / year
Sales
About US Bank
A diversified financial services company providing banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.