UHNW Wealth Strategist: Private Wealth Growth

Posted 2 days ago

usbankSan Diego (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

U.S. Bank is seeking a PWM Wealth Strategist to bring new client relationships above $10MM into Private Wealth Management. You will work with Private Wealth Advisors to discover clients and deepen relationships, addressing wealth planning, estate planning, and tax needs with fiduciary products. The role requires extensive wealth management experience, strong communication skills, and the ability to leverage a professional network to grow the PWM business in the assigned market.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.