Wealth Strategist for Ultra-High Net Worth Clients
U.S. Bank
Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM net worth. This role involves collaborating with Private Wealth Advisors to address all wealth planning needs, including tax and estate planning while leveraging a solid network. The ideal candidate has over 10 years of experience in wealth planning and offers a robust understanding of fiduciary products. Benefits include healthcare, 401(k), paid vacation, and more, making it a supportive workplace. #J-18808-Ljbffr Us Bank
Vacancy posted 3 days ago
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