Private Wealth Advisor Partner: Grow Relationships

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank's Private Wealth Management team is seeking a Private Wealth Advisor Partner to help solicit, develop, and retain client relationships. You will work with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship strategies.

The role emphasizes honing technical product knowledge and delivering exceptional client-facing service, with a focus on building trusted partnerships and achieving practice excellence.

Qualifications

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

Responsibilities

• Solicit, develop, manage, and retain client relationships for PWM.
• Partner with Senior Advisor to achieve sales, revenue and practice excellence goals.

Skills

4–7 years exp

Banking knowledge

Interpersonal skills

Client focus

Education

Bachelor's degree or equivalent

Job description

U.S. Bank's Private Wealth Management team is seeking a Private Wealth Advisor Partner to help solicit, develop, and retain client relationships. You will work with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship strategies.

The role emphasizes honing technical product knowledge and delivering exceptional client-facing service, with a focus on building trusted partnerships and achieving practice excellence.