Elite UHNW Wealth Strategist

U.S. Bank; Kansas City (MO); On-site; USD 160,000 - 188,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Parental leave

Sick leave

Job summary

U.S. Bank is seeking a PWM Wealth Strategist to collaborate with a Private Wealth Advisor and grow relationships with high net worth clients. You will identify opportunities, guide wealth planning, and leverage fiduciary products to support estate, tax, and trust planning strategies.

You will act as a subject matter expert, working with internal specialists to deliver comprehensive wealth solutions and expand the PWM footprint within the local market, based on your network and experience.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically 10+ years of wealth planning experience with high/ultra-high net worth clients.

Responsibilities

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Collaborate with Private Wealth Advisor and wealth management specialists to deepen relationships.
• Serve as a subject matter expert in estate, tax, protection, and trust planning; advise on fiduciary strategies.
• Grow the PWM business in the assigned market by leveraging professional networks.

Skills

Wealth planning

Sales acumen

Estate planning

Communication skills

Education

Bachelor's degree

Job description

U.S. Bank is seeking a PWM Wealth Strategist to collaborate with a Private Wealth Advisor and grow relationships with high net worth clients. You will identify opportunities, guide wealth planning, and leverage fiduciary products to support estate, tax, and trust planning strategies.

You will act as a subject matter expert, working with internal specialists to deliver comprehensive wealth solutions and expand the PWM footprint within the local market, based on your network and experience.