PWM Private Wealth Advisor Partner

U.S. Bank•Minneapolis, MN

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description 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
Four to seven years of related 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
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.

Nice To Haves

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

Responsibilities

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
Achieve sales, revenue and practice excellence goals
Honing the technical aspects of a given product specialty area and developing the superior client facing skills needed to become 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
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).