Senior Wealth Planner: Strategic, Goals-Based Guidance
Us Bank
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Benefits offered by this job
Job summary
U.S. Bank is seeking a seasoned PWM Wealth Planner in Seattle to deliver comprehensive goals-based planning for high-net-worth clients. You will work with relationship teams to identify opportunities and tailor financial solutions across lifestyle, estate, tax, and business transition planning.
You will leverage planning software, present strategies to clients, and mentor junior staff while maintaining a client-centric approach. JD/CPA/CFP or advanced degree preferred.
Qualifications
- Bachelor's degree or equivalent work experience.
- Typically 10 or more years of wealth planning experience.
- Strong client presentation skills.
- Proficiency to learn and present with planning software.
- Basic knowledge of financial planning concepts.
- Ability to independently learn complex planning concepts & software.
- JD, CPA, CTFA, CFP and/or advanced degree.
- Extensive knowledge of Wealth Management products & services.
- Problem solving and analytical skills.
- Effective verbal and written communication skills.
Responsibilities
- Provide comprehensive, goals-based planning for clients.
- Partner with relationship teams to support new client opportunities.
- May work directly with clients or with senior team members.
- Learn and adopt planning software and deliverables.
Skills
Education
Job description
U.S. Bank is seeking a seasoned PWM Wealth Planner in Seattle to deliver comprehensive goals-based planning for high-net-worth clients. You will work with relationship teams to identify opportunities and tailor financial solutions across lifestyle, estate, tax, and business transition planning.
You will leverage planning software, present strategies to clients, and mentor junior staff while maintaining a client-centric approach. JD/CPA/CFP or advanced degree preferred.
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