Wealth Strategy Partner — Investments & Relationships

US Bank; Minneapolis (MN); On-site; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Leave Accruals

Job summary

U.S. Bank is seeking an Investment Partner in Minneapolis within Private Wealth Management. The role focuses on soliciting, developing, and retaining client relationships alongside a Senior Advisor to achieve sales and revenue goals.

The position emphasizes honing technical investment management skills and superior client-facing abilities, with a track record of sales support for Portfolio Managers desired.

Qualifications

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

Skills

Interpersonal skills

Verbal and written communication

Client facing skills

Data interpretation & problem solving

Analytical skills

Professional credentials (CFP, CFA)

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office applications

Job description

U.S. Bank is seeking an Investment Partner in Minneapolis within Private Wealth Management. The role focuses on soliciting, developing, and retaining client relationships alongside a Senior Advisor to achieve sales and revenue goals.

The position emphasizes honing technical investment management skills and superior client-facing abilities, with a track record of sales support for Portfolio Managers desired.