PWM Private Wealth Partner Advisor – Growth & Client Impact

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

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.