PWM Private Wealth Advisor

Usbank is hiring a PWM Private Wealth Advisor in Minneapolis, MN for a full-time private wealth management opportunity. This role is designed for advisors who thrive on understanding sophisticated client goals and delivering thoughtful, long-term wealth guidance in a collaborative setting.

About the Role

As a PWM Private Wealth Advisor with Usbank in Minneapolis, MN, you will serve as a trusted partner to high-net-worth individuals and families, helping them align investments, planning, and lifestyle goals into a clear financial direction. The position emphasizes relationship depth, disciplined advice, and close coordination with specialists so clients receive well-rounded private wealth support. This full-time role suits professionals who combine market awareness with genuine client care and a drive to grow a durable practice.

Day-to-Day Responsibilities

• Cultivate and expand trusted relationships with private wealth clients through regular contact, proactive planning conversations, and personalized service
• Assess financial objectives, risk preferences, liquidity needs, and multi-generational priorities to shape tailored wealth strategies
• Partner with internal specialists on investment construction, tax-aware considerations, and estate-related planning themes that support holistic outcomes
• Monitor portfolio progress, review performance insights with clients, and recommend adjustments as markets and personal circumstances evolve
• Grow the book of business through referrals, professional networks, and community engagement across the Minneapolis area
• Document advice carefully, follow compliance standards, and uphold rigorous professional and ethical practices at every step

Qualifications

• Hands-on experience advising high-net-worth clients in private wealth, investment advisory, or related financial services settings
• Solid command of investment vehicles, capital markets concepts, and principles of comprehensive financial planning
• Strong interpersonal and communication skills with the ability to simplify complex topics for discerning clients
• Active securities licenses typically expected for wealth advisory work, or a clear path to obtain required registrations
• Bachelor’s degree in finance, business, economics, or a closely related discipline preferred
• Organized, self-directed approach and comfort managing multiple client relationships while meeting service and compliance expectations

Why Join Usbank

Usbank is hiring for this PWM Private Wealth Advisor role and offers a supportive team environment where advisors can deepen their craft, serve clients with care, and collaborate with experienced colleagues. The opportunity is positioned for professionals who want to build lasting client relationships and advance a private wealth practice centered in Minneapolis, MN.

How to Apply

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