Strategic Wealth Planner for Private Clients

U.S. Bank; Chicago (IL); On-site; USD 127,000 - 155,000; Full time

Job summary

U.S. Bank in Chicago seeks a PWM Wealth Planner who delivers comprehensive, goals-based planning to high-net-worth clients.

You will combine lifestyle, estate, tax, and succession planning to tailor solutions while leveraging planning software and market insights. You'll partner with relationship teams to uncover new client opportunities and may work directly with clients or with senior planners to present sophisticated strategies.

Qualifications

• Bachelor's degree or equivalent work experience
• Typically seven or more years of wealth planning experience

Responsibilities

• Provide comprehensive goals-based financial planning to clients using planning software and market insights.
• Collaborate with relationship teams to support new client opportunities.
• May work directly with clients or with senior team members to deliver tailored planning deliverables.

Skills

Strong client presentation skills

Planning software proficiency

Financial planning concepts

Independent learning of complex tools

CFP/advanced degree

Wealth management products & services

Problem solving

Verbal and written communication

Education

Bachelor's degree or equivalent work experience

Tools

Planning software

Job description

U.S. Bank in Chicago seeks a PWM Wealth Planner who delivers comprehensive, goals-based planning to high-net-worth clients.

You will combine lifestyle, estate, tax, and succession planning to tailor solutions while leveraging planning software and market insights. You'll partner with relationship teams to uncover new client opportunities and may work directly with clients or with senior planners to present sophisticated strategies.