PWM Private Wealth Advisor
$140K - $175K/yr
The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
$140K - $175K/yr
The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
$140K - $175K/yr
The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
Atlanta, GA · On-site
$140K - $175K/yr
The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
Atlanta, GA · On-site
$140K - $175K/yr
The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
$100K - $145K/yr
As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial ... CFP ® or CFA ® In addition to the salary range, this role is also eligible for bonus or incentive ...
$100K - $145K/yr
As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial ... CFP ® or CFA ® In addition to the salary range, this role is also eligible for bonus or incentive ...
$140K - $190K/yr
As a Sr. Manager, Wealth Advisor , you'll manage ongoing client relationships, deliver holistic ... May be obtained within the first 120 days In addition to the salary range, this role is also ...
$140K - $190K/yr
As a Sr. Manager, Wealth Advisor , you'll manage ongoing client relationships, deliver holistic ... May be obtained within the first 120 days In addition to the salary range, this role is also ...
Atlanta, GA · Hybrid
$165K - $200K/yr
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
Atlanta, GA · Hybrid
$165K - $200K/yr
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...
Atlanta, GA · On-site
$250K - $450K/yr
This position has extraordinary financial potential for a talented Wealth Management Advisor with a ... No Compensation Base Salary - USD $250,000 to $450,000 Full-time Benefits - Full Relocation ...
Atlanta, GA · On-site
$250K - $450K/yr
This position has extraordinary financial potential for a talented Wealth Management Advisor with a ... No Compensation Base Salary - USD $250,000 to $450,000 Full-time Benefits - Full Relocation ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... We offer a competitive total rewards package including base salary determined based on the role ...
$175K - $210K/yr
Proven experience in leading all phases of the recruiting process for wealth advisors, including ... Salary Disclosure (Insert only if roles are to be located or posted in CA, CO, CT, CHI, BOS, MN, NJ ...
$175K - $210K/yr
Proven experience in leading all phases of the recruiting process for wealth advisors, including ... Salary Disclosure (Insert only if roles are to be located or posted in CA, CO, CT, CHI, BOS, MN, NJ ...
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$104K - $172K/yr
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$104K - $172K/yr
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$51K - $71K/yr
Our role is to work with advisors and their clients to educate them about wealth planning ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$51K - $71K/yr
Our role is to work with advisors and their clients to educate them about wealth planning ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$51K - $71K/yr
Our role is to work with advisors and their clients to educate them about wealth planning ... We offer a competitive total rewards package including base salary determined based on the role ...
Atlanta, GA · On-site
$51K - $71K/yr
Our role is to work with advisors and their clients to educate them about wealth planning ... We offer a competitive total rewards package including base salary determined based on the role ...
$70K - $130K/yr
... Advisors and their clients. What will you do? * Work closely with external Wealth Strategists ... This salary range does not include other elements of total compensation, such as RBC's Short-Term ...
$70K - $130K/yr
... Advisors and their clients. What will you do? * Work closely with external Wealth Strategists ... This salary range does not include other elements of total compensation, such as RBC's Short-Term ...
$45.9K - $54.9K
3% of jobs
$54.9K - $63.9K
6% of jobs
$63.9K - $72.9K
4% of jobs
$72.9K - $81.9K
11% of jobs
$82.3K is the 25th percentile. Wages below this are outliers.
$81.9K - $90.9K
17% of jobs
The median wage is $97.3K / yr.
$90.9K - $99.9K
13% of jobs
$99.9K - $108.9K
11% of jobs
$108.9K - $118K
11% of jobs
$118.2K is the 75th percentile. Wages above this are outliers.
$118K - $127K
9% of jobs
$127K - $136K
9% of jobs
$136K - $145K
6% of jobs
$45.9K
$100.6K
$145K
| Aspect | Wealth Advisor Salary | Financial Planner Salary |
|---|---|---|
| Required Credentials | CFP, Series 7/66, CFA (optional) | CFP, Series 7/66 |
| Work Environment | Financial firms, private banks, independent | Financial advisory firms, independent, or banks |
| Employer & Industry Usage | Used in wealth management and private banking | Common in personal financial planning services |
While both roles involve financial advising, Wealth Advisors often focus on high-net-worth clients and may have additional certifications, earning higher salaries. Financial Planners typically serve a broader client base with a focus on comprehensive financial plans. Salary differences reflect these roles' scope and client base.
$140K - $175K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 13 days ago
8.2
Based on 359 frontline employees who took The Breakroom Quiz
52nd of 170 rated banks
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.
Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. 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 PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.
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.
Base pay for this role usually falls within $140,000 to $175,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
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
- Requires established network with strong relationship management, networking, and business development skills
- Demonstrated success in specific client segments or verticals with developed 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 with different levels of sophistication
- A 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 is preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability 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:
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
Review our full benefits available by employment status here.
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.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.
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). Pay Range: $134,280.00 - 164,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Get the full story on Breakroom
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U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.
Banking and credit intermediation
10,000+ Employees
Minneapolis, MN, US
1863