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Investment Partner at U.S. Bank - ApplyBlast

Investment Partner

U.S. Bank

3 months ago

3.3 on Glassdoor

Palm Beach, Florida, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Investment Partner in U.S. Bank's Private Wealth Management team supports senior advisors in business development, client retention, and relationship management for investment services. The role focuses on enhancing technical investment management skills and client‑facing abilities to eventually become an Investment Portfolio Manager, requiring a proven sales support track record.

Responsibilities

Solicit and develop client relationships for investment services
Partner with Senior Advisor to drive business development and client retention
Achieve sales, revenue, and practice excellence goals
Hone technical aspects of investment management and client‑facing skills
Act as trusted partner to Portfolio Managers

Skills

Qualifications

Bachelor's degreeCFPCFA

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

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Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.