Senior Wealth Planning Consultant & Trainer

Us Bank; Charlotte (NC); On-site; USD 120,000 - 141,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Short-term & long-term disability

Parental leave

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Planning Consultant to advance wealth planning across Private Wealth Management, Ascent, and Personal Trust. You will coach relationship managers, deliver training, and consult with stakeholders to drive growth and improve client experiences.

The role involves developing educational content, coaching strategies, and ensuring planning practices align with risk management and business goals. Location options include Minneapolis or Charlotte with regular on-site work.

Qualifications

• Bachelor’s degree or equivalent work experience
• 10 or more years of wealth management experience
• Deep knowledge of wealth planning and high net worth strategies
• Demonstrated ability to coach, mentor, and develop financial professionals
• Ability to build relationships and communicate effectively with relationship managers
• Experience developing training curriculum, educational materials, coaching, and/or field communications
• Strong knowledge of planning technology, planning processes, and advisor workflow
• Demonstrated analytical and problem-solving skills with experience leveraging data and reporting to drive decision making.

Responsibilities

• Provide planning expertise, coaching, training, and consulting support to relationship managers and business partners
• Develop and deliver training programs, coaching strategies, and field readiness initiatives
• Collaborate with stakeholders to identify opportunities to enhance planning capabilities and onboarding
• Conduct quality reviews and case consultations to ensure planning practices align with business objectives and risk management

Skills

Wealth planning

Coaching

Relationship building

Training development

Planning technology

Data analysis

Education

Bachelor’s degree

Equivalent work experience

Job description

U.S. Bank is seeking a Planning Consultant to advance wealth planning across Private Wealth Management, Ascent, and Personal Trust. You will coach relationship managers, deliver training, and consult with stakeholders to drive growth and improve client experiences.

The role involves developing educational content, coaching strategies, and ensuring planning practices align with risk management and business goals. Location options include Minneapolis or Charlotte with regular on-site work.