Private Wealth Management Analyst

U.S. Bank • Irvine, CA

4d • Onsite

About The Position

The Private Wealth Management (PWM) Analyst role supports Advisors in soliciting, developing, managing, and retaining client relationships. This position is designed to enhance the technical expertise within a specialty area and cultivate superior client-facing skills necessary for advancement to an Advisor role. The Analyst will receive on-the-job training focused on the technical aspects of their specialty. Key responsibilities include client retention, development, and growth of high-net-worth relationships through prospecting strategies, research, pipeline management, and identifying new business opportunities under the general oversight of an Advisor. The Analyst will also provide Advisors with in-depth financial statement analysis using appropriate tools and recommending strategies to prospects and clients to foster growth. This role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, involving a criminal background and credit check. Failure to meet NMLS registration requirements can lead to offer rescission or termination.

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 to meet NMLS registration requirements.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

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

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
• Honing technical aspects of a given specialty area and developing superior client-facing skills.
• Receiving on-the-job training focused on the technical aspects of the specialty area.
• Responsible for retention, development, and growth of high net worth relationships.
• Creating prospecting strategies and research.
• Pipeline management.
• Identifying new business opportunities that may be acted on with the general oversight of an Advisor.
• Providing Advisors with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials.
• Recommending strategies to prospects and clients to promote growth.
• Obtaining and maintaining National Mortgage Licensing System (NMLS) registration.

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
• Incentive and recognition programs
• Equity stock purchase
• 401(k) contribution and pension

What This Job Offers

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