Private Wealth Advisor Partner: Build Rich Client Relationships

U.S. Bank; Billings (MT); On-site; USD 86,000 - 102,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Short-term and long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner to collaborate with Senior Advisors in building and retaining high-value client relationships within Private Wealth Management.

The role emphasizes sales support, retention, and exceptional client service while ensuring compliance with NMLS and banking regulations. The position requires a background in wealth management support, strong communication, and the ability to navigate complex data to drive business outcomes.

Qualifications

• Thorough knowledge of departmental operations/policies and U.S. Bank products and services.
• Effective interpersonal, verbal and written communication skills.
• Strong client facing skills.
• Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.
• Well-developed analytical skills.
• Pursuit of professional credentials (CFP, CFA, etc.) a plus.

Responsibilities

• Solicit, develop, manage, and retain client relationships for PWM.
• Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Focus on honing technical aspects of a product specialty area and developing superior client-facing skills needed to become an Advisor.

Skills

Interpersonal skills

Verbal communication

Written communication

Client facing

Data interpretation

Problem solving

MS Office

Analytical skills

Professional credentials (CFP/CFA)

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner to collaborate with Senior Advisors in building and retaining high-value client relationships within Private Wealth Management.

The role emphasizes sales support, retention, and exceptional client service while ensuring compliance with NMLS and banking regulations. The position requires a background in wealth management support, strong communication, and the ability to navigate complex data to drive business outcomes.