Private Wealth Advisor Partner: Client Growth Leader

U.S. Bank; Salt Lake City (UT); On-site; USD 98,000 - 116,000; Full time

Benefits offered by this job

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank in Salt Lake City, UT is seeking a Private Wealth Advisor Partner to collaborate with a Senior Advisor in developing, managing, and retaining client relationships within Private Wealth Management.

The role emphasizes sales support, relationship-building, and the technical aspects of a product specialty while delivering superior client service. A background including a bachelor's degree, 4–7 years of related experience, and NMLS registration is preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 4–7 years of related experience.
• Strong interpersonal and written communication skills; ability to interpret data.

Responsibilities

• Solicit, develop, manage and retain PWM client relationships.
• Partner with Senior Advisor to drive business development and client retention.
• Develop technical product specialty area and provide best-in-class client service.
• Provide sales support and act as a trusted partner to Advisors.

Skills

Interpersonal skills

Verbal communication

Written communication

Analytical skills

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

NMLS registration

Job description

U.S. Bank in Salt Lake City, UT is seeking a Private Wealth Advisor Partner to collaborate with a Senior Advisor in developing, managing, and retaining client relationships within Private Wealth Management.

The role emphasizes sales support, relationship-building, and the technical aspects of a product specialty while delivering superior client service. A background including a bachelor's degree, 4–7 years of related experience, and NMLS registration is preferred.