Private Wealth Advisor Partner - Growth & Client Leadership

Us Bank

Minneapolis (MN)

On-site

USD 93,000 - 109,000

Full time

3 days ago
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Benefits offered by this job

Healthcare
401(k) plan
Paid vacation
Holiday opportunities
Parental leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner within its PWM group to help solicit, develop, manage and retain client relationships with focus on growth and retention.

You will work with a Senior Advisor to drive business development and client engagement, applying strong sales and relationship management skills. The role requires NMLS registration under SAFE Act and Regulation Z, with a background and credit check.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Up to three years of related experience.
  • Strong interpersonal and communication skills.

Responsibilities

  • Solicit, develop, manage, and retain client relationships for Private Wealth Management.
  • Drive business development, client retention, and engagement in PWM sales and relationship strategies.
  • Hone technical product knowledge and develop superior client-facing skills; be a trusted partner to a Senior Advisor.

Skills

Interpersonal communication
Verbal communication
Written communication
Client-facing skills
Problem solving
Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner within its PWM group to help solicit, develop, manage and retain client relationships with focus on growth and retention.

You will work with a Senior Advisor to drive business development and client engagement, applying strong sales and relationship management skills. The role requires NMLS registration under SAFE Act and Regulation Z, with a background and credit check.

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