Private Wealth Advisor
About the job
- A bachelor's degree or equivalent work experience is required.
- At least 10 years of experience in high- and ultra-high-net-worth client wealth management activities is required.
- National Mortgage Licensing System registration is required under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
- Excellent relationship management, networking, and business development skills are required.
- Extensive knowledge of U.S. Bancorp banking, trust, and investment products and services is required.
- The ability to partner with colleagues to identify and service unique client needs is required.
- Well-developed analytical and problem-solving skills are required.
- Excellent writing, speaking, and presentation skills are required.
- The ability to make critical decisions independently is required.
- Identify, close, and deepen client relationships.
- Use familiarity with client circumstances and broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
- Lead the team-based service model and ensure delivery of the client experience.
- Drive growth through internal and external sourcing of new client relationships within Private Wealth Management.
- Act as a conduit for Private Wealth Management's strategic partners in the region as a U.S. Bank representative in the community.
- Professional designation such as Chartered Financial Analyst or Certified Financial Planner is preferred.
- Extraordinary talent for driving business is preferred.
About the company
U.S. Bank is one of the largest banks in the United States, serving consumers, small businesses, corporations, and government agencies with banking, lending, payments, and wealth management. Its Elavon subsidiary is one of the world's biggest processors of card payments for merchants, handling sales in the United States, Canada, and Europe. People and small businesses use its branches and mobile app for checking, savings, credit cards, mortgages, and loans, while companies use it for corporate cards and cash management, and the bank earns money from loan interest and fees. U.S. Bank received national bank charter No. 24 in 1863, under President Abraham Lincoln, and is based in Minneapolis as the main subsidiary of U.S. Bancorp.
Company Size
10,001+
Company Stage
IPO
Headquarters
Minneapolis, Minnesota
Founded
1863
Get referred to U.S. Bank
See people who can refer or advise you
Simplify's Take
What believers are saying
- Profits are climbing: net income rose 20% to $2.2 billion in the June 2026 quarter on record $7.7 billion revenue.
- Room to grow: U.S. Bank listed 1,285 open roles in October 2026, led by 512 in branch banking.
- Stability has a track record: U.S. Bancorp stayed profitable through the 2008 financial crisis, earning $2.9 billion that year.
What critics are saying
- Its card-processing arm is slowing: after losing European sales partners, merchant revenue grew just 2.3% in the June 2026 quarter.
- Headcount keeps falling: U.S. Bancorp's staff shrank 12% in three years, to 68,520 by December 2025.
- Expect three office days a week: since March 2024, attendance counts in performance reviews for staff near its hub offices.
What makes U.S. Bank unique
- Payments is unusually big for a bank: card issuing, merchant processing and corporate payments made 23% of revenue in mid-2026.
- Washington pays with its cards: only U.S. Bank and Citibank issue federal SmartPay cards, about $40 billion a year.
- Amazon chose it over American Express: U.S. Bank began issuing Amazon's small business credit cards in May 2026.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) Retirement Plan
- Paid Vacation
- Paid Holidays
- Adoption Assistance
- Paid Sick Leave