Private Wealth Advisor Partner — Hybrid, Client Impact & Growth

Us Bank

Portland (OR)

Hybrid

USD 93,000 - 109,000

Full time

4 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation
Holiday opportunities
Parental leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner to jointly drive client relationships and revenue within Private Wealth Management. You will support Senior Advisors, grow a referral network, and deliver tailored solutions while maintaining regulatory compliance.

The role is hybrid, with three days onsite per week at a U.S. Bank location and flexibility on other days, and requires NMLS registration under SAFÉ Act provisions. Strong communication and relationship skills are essential.

Qualifications

  • Bachelor's degree or equivalent work experience
  • Up to three years of related experience
  • Strong communication and interpersonal skills
  • Ability to manage client relationships and drive engagement

Responsibilities

  • Solicit, develop, manage, and retain client relationships for PWM
  • Support Senior Advisor to drive sales and revenue goals
  • Develop technical product knowledge and superior client-facing skills
  • Ensure compliance with NMLS and regulatory requirements

Skills

Communication skills
Client facing
Interpersonal skills
Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner to jointly drive client relationships and revenue within Private Wealth Management. You will support Senior Advisors, grow a referral network, and deliver tailored solutions while maintaining regulatory compliance.

The role is hybrid, with three days onsite per week at a U.S. Bank location and flexibility on other days, and requires NMLS registration under SAFÉ Act provisions. Strong communication and relationship skills are essential.

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