Private Wealth Management Partner Private Wealth Advisor
Bend, OR Hybrid
$86,360–$101,600 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
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.
What you'll bring
- 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.
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
- 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.
- 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