Strategic Private Wealth Advisor Partner — Hybrid & Growth

Usbank; Portland (OR); Hybrid; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Advisor Partner within the Private Wealth Management team.

You will share responsibility with a Senior Advisor to solicit, develop, manage, and retain client relationships, driving business development and client engagement in PWM sales and relationship management. The role requires NMLS registration under the SAFE Act, background and credit checks, and a focus on honing technical product knowledge along with superior client facing skills.

Qualifications

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

Responsibilities

• Solicit, develop, manage, and retain PWM client relationships.
• Drive business development and client engagement in PWM sales.
• Collaborate with Senior Advisor to achieve sales and revenue goals.

Skills

Client facing

Interpersonal skills

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Advisor Partner within the Private Wealth Management team.

You will share responsibility with a Senior Advisor to solicit, develop, manage, and retain client relationships, driving business development and client engagement in PWM sales and relationship management. The role requires NMLS registration under the SAFE Act, background and credit checks, and a focus on honing technical product knowledge along with superior client facing skills.