Senior Private Wealth Strategist — UHNW Planning

U.S. Bank; Des Moines (IA); Sur place; USD 160 000 - 188 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) and retirement plan

Paid vacation

Résumé du poste

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to cultivate new relationships above $10MM in net worth and deepen existing client engagements.

You will serve as a subject matter expert in estate and tax planning, fiduciary strategies, and wealth transfer, collaborating with wealth management specialists to deliver comprehensive solutions for a high‑net‑worth client base in the designated market.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients.
• JD, CPA, CTFA, CFP and/or advanced degree preferred.

Connaissances

Fiduciary/tax/estate planning

Estate documents drafting

Sales and business development

People skills

Written and verbal communication

Formation

Bachelor's degree or equivalent

JD / CPA / CTFA / CFP and/or advanced degree

Description du poste

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to cultivate new relationships above $10MM in net worth and deepen existing client engagements.

You will serve as a subject matter expert in estate and tax planning, fiduciary strategies, and wealth transfer, collaborating with wealth management specialists to deliver comprehensive solutions for a high‑net‑worth client base in the designated market.