Private Wealth Advisor Partner — Hybrid Role & Growth

Us Bank; Bend (OR); Hybrid; USD 86,000 - 102,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner to solicit, develop, manage, and retain PWM client relationships. You will partner with a Senior Advisor to drive sales, revenue, and client engagement in PWM strategies, while honing technical product knowledge and strong client-facing skills.

NMLS registration is required, with a hybrid work arrangement. The role emphasizes relationship management, regulatory compliance, and delivering superior service in a dynamic financial environment.

Qualifications

• Bachelor's degree, or equivalent work experience
• Up to three years of related experience
• Professional credentials (CFP, CFA) a plus

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships.
• Partner with Senior Advisor to drive sales, revenue and client engagement in PWM.
• Develop superior client-facing skills and product knowledge.
• Ensure compliance with NMLS registration and regulatory requirements.

Skills

Interpersonal skills

Verbal communication

Written communication

Client facing

Analytical skills

Problem solving

Education

Bachelor's degree or equivalent work experience

Professional credentials (CFP, CFA) preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner to solicit, develop, manage, and retain PWM client relationships. You will partner with a Senior Advisor to drive sales, revenue, and client engagement in PWM strategies, while honing technical product knowledge and strong client-facing skills.

NMLS registration is required, with a hybrid work arrangement. The role emphasizes relationship management, regulatory compliance, and delivering superior service in a dynamic financial environment.