Private Wealth Advisor: Grow Client Relationships

U.S. Bank; Salt Lake City (UT); Sur place; USD 98 000 - 116 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Résumé du poste

U.S. Bank is hiring a Private Wealth Advisor Partner who will share responsibility with the Senior Advisor for soliciting, developing, managing, and retaining PWM client relationships.

The role focuses on honing technical product knowledge and superior client-facing skills to become a trusted partner in advisory services. The position requires NMLS registration under SAFEs Act and Regulation Z, with background and credit checks.

Qualifications

• Bachelor's degree or equivalent work experience.
• Four to seven years of related experience.
• Strong client facing and communication skills.
• Proficiency with Microsoft Office applications.

Responsabilités

• Solicit, develop, manage and retain PWM client relationships.
• Partner with Senior Advisor to drive business development and retention.
• Meet sales and revenue targets and support practice excellence.
• Develop technical product and client-facing skills for advisory roles.

Connaissances

Interpersonal communication

Verbal and written communication

Client-facing skills

Data interpretation

Analytical skills

Problem solving with minimal guidance

MS Office proficiency

Team collaboration

Formation

Bachelor's degree or equivalent

Outils

Microsoft Office

Description du poste

U.S. Bank is hiring a Private Wealth Advisor Partner who will share responsibility with the Senior Advisor for soliciting, developing, managing, and retaining PWM client relationships.

The role focuses on honing technical product knowledge and superior client-facing skills to become a trusted partner in advisory services. The position requires NMLS registration under SAFEs Act and Regulation Z, with background and credit checks.