Senior PWM Wealth Planner - Strategic, Goals-Based Planning

U.S. Bank; Seven Hills (OH); Hybrid; USD 134,280 - 164,120; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Job summary

U.S. Bank is seeking a PWM Wealth Planner to deliver comprehensive, goals-based planning for clients, including lifestyle, protection, tax, and estate planning.

You will work with relationship teams to identify opportunities and may interact with clients directly or with senior members on planning deliverables. The role requires extensive wealth planning experience, strong communication skills, and proficiency with planning software.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically 10+ years of wealth planning experience is preferred.
• CFP, CPA, JD, CTFA or advanced degree are preferred qualifications.

Responsibilities

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

Skills

Client presentation

Planning software

Financial planning concepts

Independently learn complex concepts

Wealth management products

Problem solving

Verbal & written communication

Education

Bachelor's degree or equivalent

Tools

Planning software

Job description

U.S. Bank is seeking a PWM Wealth Planner to deliver comprehensive, goals-based planning for clients, including lifestyle, protection, tax, and estate planning.

You will work with relationship teams to identify opportunities and may interact with clients directly or with senior members on planning deliverables. The role requires extensive wealth planning experience, strong communication skills, and proficiency with planning software.