Private Wealth Advisor

U.S. Bank

Private Wealth Advisor at U.S. Bank, helping high-net-worth clients make smarter financial decisions.

Posted 8/11/2026full-timeWalnut Creek • California • 🇺🇸 United StatesSeniorLead💰 $180,270 - $220,330 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Wealth Management, focusing on high and ultra-high net worth clients, while effectively driving business development and managing complex client relationships. Proficient in collaborating with a team of Banking, Trust, and Investment professionals to deliver tailored financial solutions.

Highest-signal resume keywords

Wealth Management ExpertiseHigh Net Worth Client Relationship ManagementBusiness Development SkillsNMLS Registration ComplianceAnalytical and Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementClient Relationship ManagementBusiness DevelopmentAnalytical SkillsProblem-SolvingFinancial AdvisoryInvestment Products KnowledgeTrust Services KnowledgeBanking Products KnowledgeDecision-Making

Soft Skills

Networking SkillsCommunication SkillsPresentation SkillsTeam CollaborationIndependent Decision-Making

Certifications & Qualifications

NMLS RegistrationCFACFP

Industry Keywords

High Net WorthUltra-High Net WorthU.S. BancorpS.A.F.E. ActRegulation ZCode of EthicsBusiness ConductWorkplace ConductSafety Policies

About the role

Key responsibilities & impact

Retain and grow medium to large high net worth client relationships
Build a team of Banking, Trust and Investment professionals around clients
Meet and exceed client needs through coordinated wealth management services
Handle complex wealth and relationship management issues
Provide counsel and expert advice in all areas of Wealth Management
Partner with colleagues to identify and service unique client needs
Drive business development and business growth
Make critical decisions independently

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
10 or more years of experience in high and ultra-high net worth client wealth management activities
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Must complete the required NMLS registration process, including a criminal background and credit check
Must meet and maintain NMLS registration requirements, including a satisfactory criminal and credit record
Excellent relationship management, networking, and business development skills
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
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
Pension
Disability accommodations during the application or hiring process