PWM Partner PWA

U.S. Bank is dedicated to helping customers and communities succeed through better financial decisions. The Private Wealth Management Partner is responsible for developing and managing client relationships, driving business development, and achieving sales and practice excellence goals in collaboration with Senior Advisors.ResponsibilitiesSoliciting, developing, managing, and retaining client relationships for PWMPartnering with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategiesAchieving sales, revenue and practice excellence goals alongside Senior AdvisorHoning technical aspects of a given product specialty area and developing superior client facing skills needed to become an AdvisorSkillsBachelor's degree, or equivalent work experienceUp to three years of related experienceNational Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation ZProven track record of sales supportThorough knowledge of departmental operations/policies and U.S. Bank products and servicesEffective interpersonal, verbal and written communication skillsStrong client facing skillsAbility to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidanceProficient computer navigation skills using a variety of software packages including Microsoft Office applicationsWell-developed analytical skillsPursuit of professional credentials (CFP, CFA, etc.) a plusBenefitsHealthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawCompany OverviewAt U.S. It was founded in 1968, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 10001+ employees. Its website is http://www.usbank.com.



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