Senior Private Wealth Strategist

Usbank; Las Vegas (NV); Presencial; USD 127.000 - 149.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability coverage

Parental leave

401(k) retirement plan

Paid vacation

Descripción de la vacante

U.S. Bank is seeking a PWM Wealth Strategist to collaborate with Private Wealth Advisors, primarily bringing new client relationships above $10MM into Private Wealth Management.

You will help with client discovery and work with wealth management specialists to deepen connections across wealth planning needs. Leverage expertise in fiduciary, tax, estate planning, and trust strategies to deliver comprehensive solutions.

Formación

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

Responsabilidades

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Assist with client discovery and deepen/broaden relationships with existing clients.
• Serve as SME in estate and income tax planning, fiduciary strategies, and trust considerations.

Conocimientos

Wealth management

Communication

Attention to detail

Sales

Estate planning knowledge

Drafting documents

Educación

Bachelor's degree or equivalent

Herramientas

Microsoft Office

Descripción del empleo

U.S. Bank is seeking a PWM Wealth Strategist to collaborate with Private Wealth Advisors, primarily bringing new client relationships above $10MM into Private Wealth Management.

You will help with client discovery and work with wealth management specialists to deepen connections across wealth planning needs. Leverage expertise in fiduciary, tax, estate planning, and trust strategies to deliver comprehensive solutions.