Private Wealth Advisor Partner - Growth & Client Impact

U.S. Bank

Minneapolis, MN

JOB DETAILS
SKILLS
Analysis Skills, Business Development, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Customer Relationship Management (CRM), Customer Retention/Renewal, Interpersonal Skills
LOCATION
Minneapolis, MN
POSTED
2 days ago

U.S. Bank in Minneapolis is seeking a Private Wealth Advisor Partner who will be responsible for managing and retaining client relationships. This role requires collaboration with Senior Advisors to enhance business development and client engagement strategies.The candidate should possess a Bachelor's degree and up to three years of related experience, along with strong interpersonal and analytical skills. Professional credentials like CFP or CFA are favorable.#J-18808-Ljbffr

About the Company

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U.S. Bank