Elite PWM Wealth Strategist for UHNW Clients

U.S. Bank; Chicago (IL); Presencial; USD 160.000 - 188.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

401(k) retirement plan

Paid vacation

Adoption assistance

Descripción de la vacante

U.S. Bank in Chicago is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10MM into Private Wealth Management.

You will help with client discovery and work with wealth management specialists to deepen relationships, addressing wealth planning, estate planning and wealth transfer needs. Expertise in fiduciary and tax planning is valued.

Formación

• Bachelor's degree or equivalent work experience.
• Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients.
• Knowledge of fiduciary, tax, and estate planning products and strategies.
• Strong sales and business development acumen; effective communication.

Responsabilidades

• Collaborate with Private Wealth Advisor to bring new client relationships above $10M into Private Wealth Management.
• Help with client discovery and deepen relationships with existing clients.
• Provide expertise in estate, tax and wealth transfer planning.
• Act as subject matter expert on fiduciary products and coordinate with external/internal advisors.

Conocimientos

Wealth planning

Sales & business development

Communication skills

Diplomacy & tact

Educación

Bachelor's degree

JD/CPA/CFP/CTFA or advanced degree

Descripción del empleo

U.S. Bank in Chicago is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10MM into Private Wealth Management.

You will help with client discovery and work with wealth management specialists to deepen relationships, addressing wealth planning, estate planning and wealth transfer needs. Expertise in fiduciary and tax planning is valued.