Senior UHNW Wealth Strategist & Planner
U.S. Bank
U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10M in net worth into Private Wealth Management. You will assist with client discovery and collaborate with wealth management specialists to deepen client relationships. The Wealth Strategist will serve as a subject matter expert in estate and income tax planning, fiduciary products, and trust and fiduciary guidance, leveraging the bank's wealth products to grow #J-18808-Ljbffr
Vacancy posted 3 days ago
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