Private Wealth Advisor Partner - Grow Client Relationships

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic term)

Disability insurance (short/long-term)

Parental leave

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner in Salt Lake City to solicit, develop, and manage PWM client relationships and collaborate with a Senior Advisor to drive business development and client engagement.

The role emphasizes a strong track record in sales support, technical product knowledge, and excellent client-facing skills, with a Bachelor's degree and 4–7 years of related experience required. NMLS registration and background checks apply.

Qualifications

• Bachelor's degree or equivalent work experience.
• Four to seven years of related experience.

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships.
• Collaborate with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Achieve sales, revenue and practice excellence goals with a partner focus.
• Hone technical product specialty and develop superior client facing skills.

Skills

Interpersonal skills

Verbal communication

Written communication

Client facing

Analytical skills

Microsoft Office

Data interpretation

CFP/CFA

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner in Salt Lake City to solicit, develop, and manage PWM client relationships and collaborate with a Senior Advisor to drive business development and client engagement.

The role emphasizes a strong track record in sales support, technical product knowledge, and excellent client-facing skills, with a Bachelor's degree and 4–7 years of related experience required. NMLS registration and background checks apply.