Private Wealth Management Analyst Advisor
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 atall from Day One.
Private Wealth Management (PWM) Analyst Advisors have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a next level Advisor. On the Job Training will focus on teaching the Analyst the technical aspects of that specialty area. Will be responsible for retention, development and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. Provides Advisors with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications :
Preferred Skills / Experience :
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) :
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Pay Range : $86,530.00 - $101,800.00
Wealth Management Analyst • San Diego, CA, US