Hybrid Private Wealth Advisor Partner

U.S. Bank; Portland (OR); Hybrid; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner within Private Wealth Management (PWM) to help solicit, develop, manage, and retain client relationships. Partners work with Senior Advisors to drive business development and client engagement in PWM sales and relationship strategies.

This role emphasizes honing technical product knowledge and superior client-facing skills, with a track record of sales support. The position is hybrid, with three days on-site and flexible days elsewhere.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Up to three years of related experience.
• Strong interpersonal, verbal and written communication skills.
• Proven ability to develop and maintain client relationships in a sales/wealth context.
• Pursuit of CFP/CFA or similar credentials is a plus.

Responsibilities

• Solicit, develop, manage, and retain client relationships in Private Wealth Management (PWM).
• Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Focus on honing technical product knowledge and superior client-facing skills to become a trusted Advisor.
• Demonstrate a track record of sales support to contribute to practice excellence.

Skills

Client facing

Interpersonal skills

Data interpretation

Analytical skills

MS Office

Communication

CFP/CFA credential (plus)

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner within Private Wealth Management (PWM) to help solicit, develop, manage, and retain client relationships. Partners work with Senior Advisors to drive business development and client engagement in PWM sales and relationship strategies.

This role emphasizes honing technical product knowledge and superior client-facing skills, with a track record of sales support. The position is hybrid, with three days on-site and flexible days elsewhere.