About this role
PWM Private Wealth Advisor at Usbank. Location: Dallas, Texas, United States. Role: retaining clients, building team, providing counsel Requirements: 10+ years managing high-net-worth client relationships; bachelor's degree or equivalent; NMLS registration required; BSA/Regulatory compliance knowledge; strong relationship, analytical, and communication skills. Category: Finance and Accounting Seniority: Senior Level Certifications: nmls, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English