Planning Strategist

PWM Wealth Strategist

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

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

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

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