PWM Private Wealth Advisor Partner jobs in United States
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U.S. Bank · 1 day ago

PWM Private Wealth Advisor Partner

positionIrvine, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$111K/yr - $131K/yr
date4+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Private Wealth Advisor Partner is responsible for developing and managing client relationships in Private Wealth Management, working closely with a Senior Advisor to achieve business development and client retention goals.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Soliciting, developing, managing, and retaining client relationships for PWM
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 with Senior Advisor
Honing the technical aspects of a given product specialty area and developing superior client facing skills

Qualification

Client relationship managementSales support experienceNMLS registrationProfessional credentials CFPProfessional credentials CFAAnalytical skillsComputer navigationInterpersonal skillsVerbal communicationWritten communicationProblem-solving

Required

Bachelor's degree, or equivalent work experience
Four to seven 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
Proven track record of sales support

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

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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
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

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Recent News

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