PWM Private Wealth Advisor

Usbank is hiring a PWM Private Wealth Advisor for a full-time position in Chicago, IL. This is an opportunity for a skilled advisor to guide high-net-worth clients through customized strategies that protect and expand multi-generational assets in a major metropolitan market.

What This Role Involves

As a PWM Private Wealth Advisor with Usbank in Chicago, IL, you will serve as the primary point of contact for private clients seeking sophisticated financial counsel. The position blends deep market knowledge with relationship-centered service, helping individuals and families achieve long-range objectives across investments, lifestyle planning, and wealth transfer. Candidates searching for PWM Private Wealth Advisor jobs in Chicago, IL, or Usbank careers will find a focused advisory environment that rewards proactive client stewardship and disciplined portfolio oversight without remote work components.

Your Responsibilities

• Establish and sustain trusted relationships with high-net-worth clients by thoroughly understanding their objectives, risk profiles, and family dynamics.
• Construct and refine personalized wealth plans and investment portfolios that address retirement, tax considerations, estate matters, and philanthropic goals.
• Monitor markets and client portfolios continuously, adjusting allocations as conditions evolve and providing transparent progress updates.
• Expand the practice by cultivating new relationships through professional networks, centers of influence, and referral sources across the Chicago area.
• Coordinate with internal subject-matter experts to deliver cohesive solutions and maintain a seamless client experience.
• Uphold all regulatory, compliance, and documentation standards while preparing clear performance and planning reports.

What You Bring

• Solid background advising private clients or managing wealth portfolios in a financial services setting.
• Working knowledge of investment vehicles, capital markets, and holistic wealth-planning principles.
• Strong interpersonal and presentation abilities that convert complex financial concepts into actionable guidance clients trust.
• Analytical capacity to evaluate data, spot opportunities, and recommend course corrections.
• Bachelor’s degree in finance, economics, business, or a closely related discipline.
• Industry credentials such as Series 7, Series 66, or CFP designation commonly expected for this title.
• Proven ability to generate and retain advisory relationships in a competitive marketplace.

Working at Usbank

Usbank is hiring for this PWM Private Wealth Advisor role and offers a supportive team environment that encourages professional growth and collaborative client service in Chicago, IL.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.