Senior Private Wealth Planner - Goals-Based

US Bank

Minneapolis (MN)

On-site

USD 127,000 - 155,000

Full time

6 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation time

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Wealth Planner in Minneapolis to deliver comprehensive, goals-based financial planning for clients. You will work with relationship teams to identify opportunities and craft tailored plans using planning software and market collateral.

The role may involve direct client interactions or collaboration with senior team members, leveraging extensive wealth management product knowledge and advanced planning concepts.

Qualifications

Bachelor's degree or equivalent work experience.
Typically seven+ years of wealth planning experience.
Ability to learn and present with planning software.
Strong client presentation skills.
Extensive knowledge of Wealth Management products & services.
Excellent verbal and written communication skills.

Responsibilities

Provide comprehensive, goals-based planning for clients.
Partner with relationship teams to support new client opportunities.
May work directly with clients or with senior team members.
Develop tailored planning deliverables using planning software and collateral.

Skills

Client presentations

Planning software

Financial planning concepts

Self-learning

CFP/advanced degree

Wealth products knowledge

Problem solving

Communication skills

Education

Bachelor's degree or equivalent

CFP or advanced degree

Tools

Planning software

Job description

The role may involve direct client interactions or collaboration with senior team members, leveraging extensive wealth management product knowledge and advanced planning concepts.

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