PWM Private Wealth Advisor Partner
$92,820–$109,200 year
On-siteMinneapolis, Minnesota, United States
Job Summary
Solicit, develop, manage, and retain client relationships for Private Wealth Management while partnering with Senior Advisors to drive business development, client retention, and engagement in sales and relationship management strategies. Collaborate to achieve sales, revenue, and practice excellence goals by honing technical product specialty skills and developing superior client-facing abilities. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. A Bachelor's degree or equivalent work experience is required, with a proven track record of sales support essential. Pay Range: $92,820.00 - $109,200.00.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- satisfactory criminal and credit record
Desired Qualifications
- 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.)
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