Wealth Planner, Private Wealth Advisory

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Holiday opportunities

Adoption assistance

Disability benefits

Life insurance

Parental leave

Job summary

U.S. Bank seeks a PWM Wealth Planner to deliver comprehensive, goals-based planning for clients, including lifestyle, protection, tax, and estate planning. You will work with relationship teams to identify opportunities and may engage clients directly or with senior staff.

Ideal candidates have CFP or advanced degree, extensive wealth management knowledge, and strong communication skills. The role emphasizes collaboration and sophisticated planning tools.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Seven+ years of wealth planning experience preferred.
• Strong presentation and planning software skills important.

Responsibilities

• Provide comprehensive, goals-based wealth planning to clients.
• Partner with relationship teams to support new opportunities.
• May work directly with clients or with senior team members.

Skills

Strong client presentation skills

Proficiency to learn and present with

planning software

Basic knowledge of financial planning

Independent learning of complex topics

Education

Bachelor's degree or equivalent work experience

Typically seven or more years wealth planning experience

Job description

U.S. Bank seeks a PWM Wealth Planner to deliver comprehensive, goals-based planning for clients, including lifestyle, protection, tax, and estate planning. You will work with relationship teams to identify opportunities and may engage clients directly or with senior staff.

Ideal candidates have CFP or advanced degree, extensive wealth management knowledge, and strong communication skills. The role emphasizes collaboration and sophisticated planning tools.