PWM Partner PWA

U.S. Bank; Portland (OR); On-site; USD 120,000 - 160,000; Full time

Job summary

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

The role requires an NMLS license path under SAFEs Act provisions and a background/credit check; prior sales support experience is valued for trusted partnership.

Qualifications

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

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships.
• Partner with Senior Advisor to drive business development and client engagement.
• Apply strong communication skills to client interactions and internal collaboration.

Skills

Operations knowledge

Interpersonal skills

Client facing skills

Education

Bachelor's degree

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to an Advisor.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

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

Preferred Skills/Experience

• Thorough knowledge of departmental operations/policies and U.S. Bank products and services
• Effective interpersonal, verbal and written communication skills
• Strong client facing skills