U.S. Bank is on a journey to do their best and help customers and businesses make better financial decisions. The PWM Investment Partner position is responsible for soliciting, developing, and managing client relationships for Investments. Partners with Senior Advisors to drive business development and client retention.
Requirements
- Bachelor's degree or equivalent work experience
- Four to seven years of related experience
- 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
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law