Private Wealth Partner & Trusted Advisor

U.S. Bank; North Dakota; On-site; USD 86,000 - 102,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank’s Private Wealth Management is seeking a Partner to jointly drive client relationship development and retention. The role emphasizes honing product knowledge and client-facing skills to support Advisors in delivering fiduciary guidance and wealth solutions.

The position requires NMLS registration and a focus on meeting sales and service goals, with a strong emphasis on compliance and professional development within PWM.

Qualifications

• Bachelor’s degree or equivalent experience.
• Up to three years of related experience.

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships.
• Collaborate with Senior Advisor to drive sales and client engagement in PWM.
• Provide client-facing support and ensure adherence to regulatory requirements.

Skills

Relationship building

Strong communication

Client facing

Analytical thinking

Sales support

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

U.S. Bank’s Private Wealth Management is seeking a Partner to jointly drive client relationship development and retention. The role emphasizes honing product knowledge and client-facing skills to support Advisors in delivering fiduciary guidance and wealth solutions.

The position requires NMLS registration and a focus on meeting sales and service goals, with a strong emphasis on compliance and professional development within PWM.