Senior Wealth Planning Consultant

U.S. Bank; Minneapolis (MN); Hybrid; USD 120,000 - 141,000; Full time

Job summary

U.S. Bank’s Wealth Planning Consultant role supports Private Wealth Management, Ascent, and Personal Trust by providing planning expertise and coaching to relationship managers and partners.

The consultant delivers education, curricula, and field readiness initiatives to deepen client conversations and drive growth. The role collaborates with advisors, trust officers, and business leaders to improve planning adoption and risk-aligned practices.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 10+ years of wealth management experience.
• Deep knowledge of wealth planning and high net worth strategies.
• Ability to coach, mentor, and develop financial professionals.
• Strong communication with relationship managers.

Responsibilities

• Develop and deliver training programs and educational content.
• Coach field teams and drive adoption of planning best practices.
• Collaborate with advisors, trust officers, and business leaders.
• Identify opportunities to enhance planning capabilities and onboarding.

Skills

Wealth planning knowledge

Coaching

Relationship management

Curriculum development

Data analysis

Education

Bachelor’s degree or equivalent

Tools

Planning technology

Advisor workflow

Job description

U.S. Bank’s Wealth Planning Consultant role supports Private Wealth Management, Ascent, and Personal Trust by providing planning expertise and coaching to relationship managers and partners.

The consultant delivers education, curricula, and field readiness initiatives to deepen client conversations and drive growth. The role collaborates with advisors, trust officers, and business leaders to improve planning adoption and risk-aligned practices.