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U.S. Bank · 1 week ago

PWM Investment Partner

Milwaukee, WI

Full-time

Onsite

New Grad, Entry Level

$86K/yr - $102K/yr

0+ years exp

U.S. Bank is committed to helping customers and businesses make smarter financial decisions. The PWM Investment Partner is responsible for soliciting, developing, managing, and retaining client relationships for Investments while partnering with Senior Advisors to drive business development and client engagement.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Soliciting, developing, managing, and retaining client relationships for Investments

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

Honing the technical aspects of Investment management and developing superior client facing skills needed to become an Investment Portfolio Manager

Qualification

Investment managementClient relationship managementAnalytical skillsProfessional credentials CFPProfessional credentials CFAComputer navigationInterpersonal skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree, or equivalent work experience

Up to three years of related experience

Preferred

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

Well-developed analytical skills

Pursuit of professional credentials (CFP, CFA, etc.) a plus

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

Company

U.S. Bank

Glassdoor3.6

At U.S.

Founded in 1968

Minneapolis, Minnesota, USA

10001+ employees

http://www.usbank.com

Funding

Current Stage

Public Company

Total Funding

$991M

Key Investors

U.S. Department of the TreasuryMitsubishi UFJ Financial Group

2023-09-29Post Ipo Debt· $55M

2023-08-03Post Ipo Debt· $936M

1978-01-13IPO

Leadership Team

John C Stern

CFO

Shruti Patel

Executive Vice President & GM, CPO- Business Banking segment

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