US Bank Logo

US Bank

PWM Senior Private Wealth Advisor

Posted 11 Days Ago
Be an Early Applicant
In-Office
Woodland Hills, CA, USA
169K-207K Annually
Senior level
In-Office
Woodland Hills, CA, USA
169K-207K Annually
Senior level
Manage and grow medium to large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals to provide comprehensive wealth advice, handle complex wealth-management issues, drive business development, and ensure regulatory compliance including NMLS registration.
The summary above was generated by AI

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 Description
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

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:

  • 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 the E-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: $169,380.00 - 207,020.00

U.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.

Similar Jobs

13 Minutes Ago
In-Office
Santa Ana, CA, USA
111K-180K Annually
Mid level
111K-180K Annually
Mid level
Consumer Web • eCommerce • Machine Learning • Software • Sports • Analytics
The Strategic Finance Program Manager will oversee finance-related programs, lead M&A diligence and integration, and ensure effective financial reporting and controls while managing cross-functional collaboration across departments.
Top Skills: Ai ToolsExcelFinancial ModelingNetSuite
24 Minutes Ago
Hybrid
225K-282K Annually
Senior level
225K-282K Annually
Senior level
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Design, develop, and maintain cloud-based backend services and SaaS features; build scalable RESTful APIs and distributed systems; enforce coding standards, testing, performance, and security; mentor engineers; provide release and occasional off-hours support; drive process improvements and architecture decisions.
Top Skills: Api GatewayAuthenticationAWSAzureClaudeCloud Native ServicesCSSCursorDockerGCPHTMLIdentity ManagementJavaScriptJavascript FrameworksJob SchedulingKafkaKubernetesNoSQLPostgresRabbitMQRestful ApisSearchSQLSqsWorkflow Orchestration
24 Minutes Ago
Remote or Hybrid
USA
149K-187K Annually
Senior level
149K-187K Annually
Senior level
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Lead advanced analytics and ML efforts to extract insights from large-scale historical data, design features and data representations for models and LLM/agentic systems, partner with product and engineering to build data pipelines and prototypes, evaluate AI workflows, and drive innovation through experiments and empirical analysis to inform product strategy.
Top Skills: Agentic Ai SystemsAws-Native Data And Ml StackBigQueryData PipelinesEmbeddingsFeature EngineeringGCPGraph DatabasesLarge Language Models (Llms)NoSQLRetrieval StrategiesSnowflakeSQLVertex Ai

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account