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Private Wealth Management - Private Wealth Advisor Partner

U.S. Bank · Minneapolis, MN · 1 mo ago
Finance$93k–$109k/yrFull-time

About the role

Private Wealth Management (PWM)) Private Wealth Advisor Partners have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. They partner with Senior Advisors to drive business development, client retention and engagement in PWM sales and relationship management strategies. They share responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals.

Responsibilities

  • Solicit, develop, manage, and retain client relationships for PWM
  • Drive business development, client retention and engagement in PWM sales and relationship management strategies
  • Achieve sales, revenue and practice excellence goals
  • Hone the technical aspects of a given product specialty area
  • Develop superior client-facing skills
  • Possess a proven track record of sales support
  • Be viewed as a trusted partner to an Advisor

Requirements

  • Bachelor's degree, or equivalent work experience
  • Up to three years of related experience
  • NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Qualifications

  • 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

Skills

  • 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

Benefits

  • 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
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$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.

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