Senior UHNW Wealth Strategy & Estate Planner

U.S. Bank; San Francisco (CA); On-site; USD 139,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors and grow relationships with clients typically above $10MM in net worth. You will help with client discovery and collaborate with specialists to deepen wealth management solutions.

The role requires deep knowledge of estate, tax, and fiduciary considerations, with strong sales and communication skills to execute strategies across a broad range of wealth products.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically 10+ years of wealth management experience with high/ultra-high net worth clients.
• JD degree preferred.
• Strong attention to details.
• Effective verbal and written communication skills.
• Proficiency with Microsoft Office.
• Broad knowledge of fiduciary, tax or estate planning products, services, and strategies.
• Experience drafting or reviewing estate or business documents.
• Strong sales and business development acumen.

Responsibilities

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Assist with client discovery and deepen relationships with existing clients with wealth management specialists.
• Serve as SME in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice.
• Leverage knowledge of wealth products to identify and implement strategies with clients' advisors.

Skills

Wealth management

Business development

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent

Juris Doctor (JD) degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors and grow relationships with clients typically above $10MM in net worth. You will help with client discovery and collaborate with specialists to deepen wealth management solutions.

The role requires deep knowledge of estate, tax, and fiduciary considerations, with strong sales and communication skills to execute strategies across a broad range of wealth products.