Private Wealth Advisor Partner: Grow Client Relationships

U.S. Bank; Minneapolis (MN); On-site; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Private Wealth Management (PWM) seeks a Partner Advisor to solicit, develop, manage, and retain client relationships.

You will collaborate with a Senior Advisor to meet sales and relationship goals, focusing on technical product areas and superior client-facing skills while adhering to NMLS requirements and rigorous background checks. The role emphasizes strong interpersonal communication, data interpretation, and the ability to resolve complex exceptions with minimal guidance,

Qualifications

• Bachelor's degree or equivalent work experience.
• Up to three years of related experience.

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships with Senior Advisor.
• Drive business development, client retention, and engagement in PWM sales and relationship strategies.

Skills

Client relationship management

Interpersonal communication

Data interpretation

Analytical skills

MS Office

Industry credentials (CFP/CFA) a plus

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Job description

U.S. Bank’s Private Wealth Management (PWM) seeks a Partner Advisor to solicit, develop, manage, and retain client relationships.

You will collaborate with a Senior Advisor to meet sales and relationship goals, focusing on technical product areas and superior client-facing skills while adhering to NMLS requirements and rigorous background checks. The role emphasizes strong interpersonal communication, data interpretation, and the ability to resolve complex exceptions with minimal guidance,