Senior Private Wealth Strategist (UHNW)

U.S. Bank; Omaha (NE); Vor Ort; USD 160.000 - 188.000; Vollzeit

Benefits dieser Stelle

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Zusammenfassung

U.S. Bank 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 with existing clients. The role requires deep knowledge of estate and income tax planning, fiduciary products, and comprehensive wealth planning.

Qualifikationen

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

Aufgaben

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Assist with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients.
• Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, and trust/fiduciary advice.

Kenntnisse

Wealth planning

Sales & business development

Client relationship mgmt

Communication

Ausbildung

Bachelor's degree

Tools

Estate planning products

Jobbeschreibung

U.S. Bank 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 with existing clients. The role requires deep knowledge of estate and income tax planning, fiduciary products, and comprehensive wealth planning.