PWM PWA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 111,095 - 130,700 annuallyFunction: SalesExperience: 4-7 yearsEducation: bachelorsSkills: ["Interpersonal communication","Verbal communication","Written communication","Client-facing skills","Analytical skills"]

Partner with Private Wealth Management (PWM) Senior Advisors to solicit, develop, manage, and retain client relationships. Support PWM business development, client retention, and engagement efforts while working toward sales, revenue, and practice excellence goals. Focus on building superior client-facing skills and deep technical expertise within a product specialty area, with a proven record of sales support and ability to resolve exceptions with minimal guidance.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

PWM PWA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Partner with Private Wealth Management (PWM) Senior Advisors to solicit, develop, manage, and retain client relationships. Support PWM business development, client retention, and engagement efforts while working toward sales, revenue, and practice excellence goals. Focus on building superior client-facing skills and deep technical expertise within a product specialty area, with a proven record of sales support and ability to resolve exceptions with minimal guidance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Solicit, develop, manage, and retain client relationships for Private Wealth Management (PWM).
  • •Partner with Senior Advisors to drive PWM business development and client retention and engagement.
  • •Support sales, revenue, and practice excellence goals for PWM alongside Senior Advisors.
  • •Hone the technical aspects of a product specialty area while developing superior client-facing skills.
  • •Maintain NMLS registration requirements, including a criminal background and credit check.

Pay and Benefits

Salary: USD 111,095 - 130,700 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Four to seven years of related experience.
  • •Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
  • •Effective interpersonal, verbal and written communication skills with strong client-facing capabilities.
  • •Proficiency using Microsoft Office applications and strong analytical skills.
Experience:4-7 years
Education:Bachelor's
Skills:Interpersonal communicationVerbal communicationWritten communicationClient-facing skillsAnalytical skills
Licenses:NMLS
Certifications:CFPCFA
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor