Senior UHNW Wealth Strategist & Planner

U.S. Bank; Houston (TX); On-site; USD 160,000 - 188,000; Full time

Job summary

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10M in net worth into Private Wealth Management.

You will assist with client discovery and collaborate with wealth management specialists to deepen client relationships. The Wealth Strategist will serve as a subject matter expert in estate and income tax planning, fiduciary products, and trust and fiduciary guidance, leveraging the bank's wealth products to grow

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically at least 10 years of wealth planning experience with high/ultra-high net worth clients.
• Broad knowledge of fiduciary, tax or estate planning products, services, and strategies.
• Experience drafting or reviewing estate or business documents.
• Possess strong sales and business development acumen.
• Effective verbal and written communication skills.
• JD, CPA, CTFA, CFP and/or advanced degree

Responsibilities

• Develop and bring new client relationships generally above $10MM into Private Wealth Management.
• Assist with client discovery and work with wealth management specialists to deepen relationships.
• Collaborate with the relationship team to meet wealth planning, estate planning and wealth transfer needs.
• Leverage knowledge of Wealth products to identify and implement client strategies.

Skills

Sales acumen

Business development

Communication skills

Tact and diplomacy

Education

Bachelor's degree or equivalent

JD, CPA, CTFA, CFP or advanced degree

Job description

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10M in net worth into Private Wealth Management.

You will assist with client discovery and collaborate with wealth management specialists to deepen client relationships. The Wealth Strategist will serve as a subject matter expert in estate and income tax planning, fiduciary products, and trust and fiduciary guidance, leveraging the bank's wealth products to grow