PWM Wealth Planner

Us Bank; Columbus (OH); Hybrid; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Sick leave

Job summary

U.S. Bank is seeking a PWM Wealth Planner in Columbus, OH, to deliver comprehensive, goals-based planning for clients. The role involves partnering with relationship teams and may involve direct client engagements or collaboration with senior planners.

The successful candidate will bring deep wealth planning knowledge, strong presentation skills, and the ability to learn and apply planning software, with a hybrid schedule and robust benefits package.

Qualifications

• Bachelor's degree or equivalent work experience
• Typically 10+ years of wealth planning experience

Responsibilities

• Provide comprehensive, goals-based financial planning to clients.
• Partner with relationship teams to support new client opportunities.
• May work directly with clients or with senior team members to deliver tailored solutions.

Skills

Client presentation

Planning software literacy

Financial concepts

Independent learning

Certifications (JD, CPA, CTFA, CFP)

Wealth products knowledge

Problem solving

Communication skills (verbal & written

Education

Bachelor's degree

Tools

Planning software

Job description

Job Description

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 at—all from Day One.

The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.

Basic Qualifications

• Bachelor's degree or equivalent work experience
• Typically 10 or more years of weath planning experience

Preferred Skills/Experience

• Strong client presentation skills
• Proficiency to learn and present with planning software
• Basic knowledge of financial planning concepts
• Ability to independently learn complex planning concepts & software
• JD, CPA, CTFA, CFP and/or advanced degree
• Extensive knowledge of Wealth Management products & services
• Problem solving and analytical skills
• Effective verbal and written communication skills

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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 here.

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.

E-Verify

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: $134,280.00 - 164,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.