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Senior Wealth Planner: Goals-Based Wealth & Legacy

U.S. Bank

U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA to provide comprehensive, goals-based planning for clients. This role involves lifestyle, protection, philanthropic, tax, business transition, and estate planning. The ideal candidate will have significant wealth planning experience and strong client presentation skills, working closely with relationship teams on new client opportunities. The position offers a range of benefits including healthcare, life insurance, retirement plans, and paid time off. #J-18808-Ljbffr U.S. Bank

Vacancy posted 1 day ago
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