Private Wealth Advisor

U.S. Bank

. Have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM.

Posted 5/7/2026full-timeBozeman • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $86,360 - $101,600 per yearWebsite

About the role

Key responsibilities & impact

Have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM.
Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
Achieve sales, revenue and practice excellence goals.
Focus on honing the technical aspects of a given product specialty area and developing superior client facing skills needed to become an Advisor.

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Up to three 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
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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client relationship managementbusiness developmentsales strategiesrevenue generationdata interpretationproblem resolutionanalytical skillsproduct specialty knowledge

Soft Skills

interpersonal skillsverbal communicationwritten communicationclient facing skills

Certifications

Bachelor's degreeCFPCFA