Private Wealth Management Private Wealth Advisor
About The Position
The Private Wealth Management Private Wealth Advisor Partner shares responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. The role partners with a Senior Advisor to drive business development, client retention, and client engagement through PWM sales and relationship management strategies. The Partner Advisor shares responsibility with the Senior Advisor for achieving sales, revenue, and practice excellence goals. The position focuses on developing technical expertise in a product specialty area and building strong client-facing skills in preparation for becoming an Advisor. A proven track record of sales support is needed to serve as a trusted partner to an Advisor. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The required registration process includes criminal background and credit checks. Failure to meet or maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in rescission of an offer or termination of employment.
Requirements
- Bachelor's degree or equivalent work experience.
- Four to seven years of related experience.
- Proven track record of sales support.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
- Thorough knowledge of departmental operations and 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.
Nice To Haves
- Pursuit of professional credentials such as CFP or CFA.
Responsibilities
- Solicit, develop, manage, and retain Private Wealth Management client relationships.
- Partner with a Senior Advisor to drive business development, client retention, and client engagement through PWM sales and relationship management strategies.
- Share responsibility with the Senior Advisor for achieving sales, revenue, and practice excellence goals.
- Develop technical expertise in a product specialty area and client-facing skills needed to become an Advisor.
- Provide sales support as a trusted partner to an Advisor.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
