Private Wealth Advisor Partner – Hybrid

U.S. Bank; Bend (OR); Hybrid; USD 86,000 - 102,000; Full time

Job summary

U.S. Bank's Private Wealth Management seeks a Private Wealth Advisor Partner to help solicit, develop, manage, and retain client relationships, working with a Senior Advisor to drive business development and client engagement in PWM sales and relationship management.

The role emphasizes developing technical product knowledge and superior client-facing skills, with a focus on regulatory compliance (NMLS) and meeting sales, revenue, and practice excellence goals.

Qualifications

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

Responsibilities

• Solicit, develop, manage, and retain client relationships.
• Drive business development and client engagement in PWM.
• Collaborate with Senior Advisor to achieve sales and revenue goals.
• Develop strong client-facing skills and product knowledge.

Skills

Interpersonal skills

Client facing

Analytical skills

Microsoft Office

Problem solving

CFP/CFA

Education

Bachelor's degree or equivalent

Job description

U.S. Bank's Private Wealth Management seeks a Private Wealth Advisor Partner to help solicit, develop, manage, and retain client relationships, working with a Senior Advisor to drive business development and client engagement in PWM sales and relationship management.

The role emphasizes developing technical product knowledge and superior client-facing skills, with a focus on regulatory compliance (NMLS) and meeting sales, revenue, and practice excellence goals.