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PWM Private Wealth Advisor Partner
PWM Private Wealth Advisor PartnerU.S. Bancorp • Minneapolis, MN, US
PWM Private Wealth Advisor Partner

PWM Private Wealth Advisor Partner

U.S. Bancorp • Minneapolis, MN, US
30+ days ago
Job type
  • Full-time
Job description

Private Wealth Management (PWM) Private Wealth Advisor Partner

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
  • Four to seven 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
  • 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 (some may vary based on role, location or hours) :

    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

    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.

    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 : $105,400.00 - $124,000.00

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    Wealth Advisor • Minneapolis, MN, US

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