U.S. Bank · 1 day ago
PWA Analyst
Denver, CO
Full-time
Onsite
New Grad, Entry Level
$87K/yr - $102K/yr
0+ years expU.S. Bank is dedicated to helping customers and businesses make smarter financial decisions. The PWA Analyst will focus on developing client relationships in Private Wealth Management, honing technical skills, and providing in-depth financial analysis to support Advisors in their client interactions.
BankingFinancial ServicesInsuranceMortgageWealth Management
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, pipeline management, and identifying new business opportunities
Providing Advisors with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients
Qualification
Required
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 and credit record
Preferred
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
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
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey 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
C
Chris Lenhart
Executive Vice President & Deputy General Counsel
Recent News
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