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PWM Partner Private Wealth Advisor at U.S. Bank - ApplyBlast

PWM Partner Private Wealth Advisor

U.S. Bank

5 months ago

3.3 on Glassdoor

Remote

Full Time

Senior

1 applicant

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About this role

A Private Wealth Advisor Partner at U.S. Bank serves in a joint capacity with Senior Advisors to develop, manage, and retain client relationships within the Private Wealth Management department. This role focuses on driving business development, achieving sales goals, and mastering product expertise to eventually transition into an Advisor position. Incumbents must demonstrate a proven track record of sales support and possess strong analytical and client-facing skills.

Responsibilities

Solicit and develop new client relationships
Manage and retain existing high-net-worth portfolio
Collaborate with Senior Advisors on sales strategies
Analyze complex financial data to resolve issues
Achieve individual and team revenue goals

Skills

Qualifications

Bachelor's DegreeNMLS Registration

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.