Private Wealth Management Analyst

Job Description

Private Wealth Management (PWM) Analyst Advisors have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. The position focuses on honing the technical aspects of a given specialty area and developing superior client‑facing skills needed to become a next‑level Advisor. On‑the‑job training will focus on teaching the Analyst the technical aspects of that specialty area. The Analyst will be responsible for retention, development, and growth of high‑net‑worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.

The Analyst provides Advisors with in‑depth analysis of client financial statements using appropriate financial‑planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

The position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The required registration process includes a criminal background and credit check.

• Bachelor's degree or equivalent work experience
• Up to three years of related experience

• 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

The role offers a hybrid/flexible schedule, with an in‑office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include:

• 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.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Learn more about the E‑Verify program.

Pay Range: $75,820 - $89,200. In addition to salary, U.S. Bank offers a comprehensive benefits package including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (subject to eligibility requirements).

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, and other factors protected under applicable law.

Posting may be closed earlier due to high volume of applicants.