Private Wealth Management Partner, Private Wealth Advisor

U.S. Bank

. Solicit, develop, manage, and retain client relationships for Private Wealth Management .

Posted 10/8/2026full-timeBozeman • Montana • United StatesMid-LevelSenior💰 $81,600 - $96,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Private Wealth Management through strong client relationship management, sales support, and effective communication skills. Proficient in navigating U.S. Bank products and services while adhering to compliance and ethical standards.

Highest-signal resume keywords

Private Wealth ManagementClient Relationship ManagementNational Mortgage Licensing System (NMLS)Sales SupportAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Facing SkillsSales StrategiesProduct Specialty KnowledgeData InterpretationProblem Resolution

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft Office Applications

Certifications & Qualifications

NMLS Registration

Industry Keywords

U.S. Bank Products and ServicesS.A.F.E. Act of 2008Regulation ZCode of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Solicit, develop, manage, and retain client relationships for Private Wealth Management
Partner with the Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies
Share responsibility with the Senior Advisor for achieving sales, revenue, and practice excellence goals
Hone the technical aspects of a given product specialty area
Develop superior client-facing skills needed to become an Advisor
Provide sales support as a trusted partner to an Advisor

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Up to three years of related experience
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Completion of the required NMLS registration process, including a criminal background and credit check
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
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension