Private Wealth Management Partner Private Wealth Advisor
Job in
Bend, Deschutes County, Oregon, 97708, USA
Listed on 2026-10-12
Listing for:
US Bank
Full Time
position Listed on 2026-10-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
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.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
Preferred Skills/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
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
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 Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin,…
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