PWM Partner Private Wealth Advisor

U.S. Bank National Association • Billings, MT

2d

About The Position

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.

Requirements

• Bachelor's degree, or equivalent work experience
• Up to three years of related experience
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Satisfactory criminal background and credit check.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.
• Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Nice To Haves

• 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
• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for PWM.
• Partnering with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Achieving sales, revenue and practice excellence goals in shared responsibility with their Senior Advisor.
• Honing the technical aspects of a given product specialty area.
• Developing superior client facing skills needed to become an Advisor.
• Providing sales support to be viewed as a trusted partner to an Advisor.

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level