Us Bank
PWM Wealth Planning Partner
Us Bank, Minneapolis, Minnesota, United States, 55400
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job Description
Private Wealth Management (PWM) Wealth Planning Partner has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Planning. 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 Private Wealth Planning and developing the superior client facing skills needed to become a PWM Planner. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a PWM Planner.Basic QualificationsBachelor's degree, or equivalent work experienceFour to seven years of related experiencePreferred Skills/ExperienceThorough knowledge of departmental operations/policies and U.S. Bank products and servicesEffective interpersonal, verbal and written communication skillsStrong client facing skillsAbility to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidanceProficient computer navigation skills using a variety of software packages including Microsoft Office applicationsWell-developed analytical skillsPursuit of professional credentials (CFP, CFA, etc.) a plusBenefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawEEO is the LawU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal
KNOW YOUR RIGHTS
EEO poster.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the
E-Verify program .
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Private Wealth Management (PWM) Wealth Planning Partner has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Planning. 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 Private Wealth Planning and developing the superior client facing skills needed to become a PWM Planner. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a PWM Planner.Basic QualificationsBachelor's degree, or equivalent work experienceFour to seven years of related experiencePreferred Skills/ExperienceThorough knowledge of departmental operations/policies and U.S. Bank products and servicesEffective interpersonal, verbal and written communication skillsStrong client facing skillsAbility to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidanceProficient computer navigation skills using a variety of software packages including Microsoft Office applicationsWell-developed analytical skillsPursuit of professional credentials (CFP, CFA, etc.) a plusBenefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawEEO is the LawU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal
KNOW YOUR RIGHTS
EEO poster.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the
E-Verify program .
#J-18808-Ljbffr