Private Wealth Management Analyst Advisor

U.S. Bank • San Diego, CA

73d • $86,530 - $101,800

About The Position

Private Wealth Management (PWM) Analyst Advisors have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a next level Advisor. On the Job Training will focus on teaching the Analyst the technical aspects of that specialty area. Will be responsible for retention, development and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. Provides Advisors with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth. 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.

Nice To Haves

• Good 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.

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for PWM.
• Honing the technical aspects of a given specialty area.
• Developing superior client facing skills needed to become a next level Advisor.
• Creating prospecting strategies and research.
• Managing pipeline and identifying new business opportunities.
• Providing in-depth analysis of client financial statements.
• Recommending strategies to prospects and clients to promote growth.

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
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees