PWM Partner PWA

Job Description

Private Wealth Management (PWM) Private Wealth Advisor Partner has the responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners work with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies. Partner Advisors share responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. The position focuses on honing technical aspects of a product specialty area and developing superior client‑facing skills required to become an Advisor.

Incumbents must 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. The required registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in rescission of the offer or termination of employment.

• Bachelor's degree, or equivalent work experience
• Up to three years of related 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 are expected to spend three days a week at a U.S. Bank location, with flexibility on the remaining working days.

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, and sick and safe leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.

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, or other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.

Pay Range: $92,820.00 - $

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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