PWM Partner PWA

U.S. Bank; Portland (OR); Hybrid; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner within Private Wealth Management (PWM) to help solicit, develop, manage, and retain client relationships. Partners work with Senior Advisors to drive business development and client engagement in PWM sales and relationship strategies.

This role emphasizes honing technical product knowledge and superior client-facing skills, with a track record of sales support. The position is hybrid, with three days on-site and flexible days elsewhere.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Up to three years of related experience.
• Strong interpersonal, verbal and written communication skills.
• Proven ability to develop and maintain client relationships in a sales/wealth context.
• Pursuit of CFP/CFA or similar credentials is a plus.

Responsibilities

• Solicit, develop, manage, and retain client relationships in Private Wealth Management (PWM).
• Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Focus on honing technical product knowledge and superior client-facing skills to become a trusted Advisor.
• Demonstrate a track record of sales support to contribute to practice excellence.

Skills

Client facing

Interpersonal skills

Data interpretation

Analytical skills

MS Office

Communication

CFP/CFA credential (plus)

Education

Bachelor's degree or equivalent

Tools

MS Office

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
• Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.