PWM Wealth Strategist

Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The Wealth Strategist will work closely with other members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs. Will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client’s external and internal advisors. Focuses to grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market. Basic Qualifications Bachelor's degree, or equivalent work experience Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients Preferred Skills/Experience Broad knowledge of fiduciary, tax or estate planning products, services, and strategies Experience drafting or reviewing estate or business documents Possess strong sales and business development acumen Considerable tact, diplomacy and people skills JD, CPA, CTFA, CFP and/or advanced degree Effective verbal and written communication skills Benefits Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: 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 Review our full benefits available by employment status. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. Pay Range: $159,970.00 - $188,200.00 #J-18808-Ljbffr Us Bank