Private Wealth Advisor Partner - Grow Client Relationships

U.S. Bank; Pasadena (CA); On-site; USD 111,000 - 131,000; Full time

Benefits offered by this job

Healthcare (medical)

Dental & Vision

Retirement plan

Paid vacation

Parental leave

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner to solicit, develop, manage, and retain client relationships for Private Wealth Management. You will partner with a Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management.

This role emphasizes honing product knowledge and superior client-facing skills. Qualifications include a Bachelor's degree or equivalent experience, 4–7 years in related work, and NMLS registration with

Qualifications

• Bachelor's degree, or equivalent work experience
• Four to seven years of related experience
• NMLS registration and background/credit check required

Responsibilities

• Solicit, develop, manage and retain client relationships for PWM.
• Partner with Senior Advisor to drive business development, client retention and engagement.
• Aim to achieve sales, revenue and practice excellence goals.
• Develop technical knowledge in product specialty area and client-facing skills

Skills

Interpersonal comms

Verbal & written comms

Client facing

NMLS knowledge

MS Office

Education

Bachelor's degree or equivalent work experience

Tools

MS Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner to solicit, develop, manage, and retain client relationships for Private Wealth Management. You will partner with a Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management.

This role emphasizes honing product knowledge and superior client-facing skills. Qualifications include a Bachelor's degree or equivalent experience, 4–7 years in related work, and NMLS registration with