PWM Investment Partner

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) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for investments. Partners with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies. An Investment Partner shares responsibility with their Senior Advisor to achieve sales, revenue, and practice excellence goals. The position focuses on honing technical aspects of investment management and developing superior client‑facing skills needed to become an Investment Portfolio Manager. Incumbents must possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager. Basic Qualifications Bachelor’s degree, or equivalent work experience Four to seven years of related experience Preferred Skills/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 Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Well‑developed analytical skills Pursuit of professional credentials (CFP, CFA, etc.) a plus Location The role offers a hybrid/flexible schedule, which means there is an in‑office expectation of three or more days per week and the flexibility to work outside the office for the other days. Disability Accommodations If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please let us know. 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 Salary Range Pay Range: $111,095.00 – $130,700.00 Background Check & Compliance U.S. Bank will consider qualified applicants with arrest or conviction records for employment. We conduct background checks consistent with applicable local laws and federal regulations, including the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, the San Francisco Fair Chance Ordinance, and the Federal Deposit Insurance Act (FDIA). Certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and other federal guidelines. E‑Verify U.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. Equal Employment Opportunity 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, veteran status, and other factors protected under applicable law. Closing Statement Posting may be closed earlier due to high volume of applicants. #J-18808-Ljbffr Us Bank