Wealth Planner, Private Wealth – Goals‑Based Planning

U.S. Bank; Kansas City (MO); 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

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a PWM Wealth Planner to deliver comprehensive, goals-based financial planning for clients, including lifestyle, tax, estate, and philanthropic planning.

You will collaborate with relationship teams to identify new client opportunities and may work directly with clients or alongside senior team members. Ideal candidates bring extensive wealth planning experience, strong presentation skills, and the ability to learn complex planning software.

Qualifications

• Must have strong client presentation skills and ability to present complex planning ideas clearly.
• Proficient in planning software and financial planning concepts.
• Ability to learn new planning concepts and software independently.

Responsibilities

• Provide comprehensive, goals-based financial planning for clients (lifestyle, protection, tax, estate, philanthropic).
• Partner with relationship teams to support new client opportunities.
• May work directly with clients or with senior team members to deliver tailored solutions.

Skills

Strong client presentation skills

Planning software proficiency

Financial planning concepts

Independent learning of concepts &

Wealth management knowledge

Problem solving & analytical

Verbal & written communication

Education

Bachelor's degree or equivalent work experience

CFP / advanced degree

Job description

U.S. Bank is seeking a PWM Wealth Planner to deliver comprehensive, goals-based financial planning for clients, including lifestyle, tax, estate, and philanthropic planning.

You will collaborate with relationship teams to identify new client opportunities and may work directly with clients or alongside senior team members. Ideal candidates bring extensive wealth planning experience, strong presentation skills, and the ability to learn complex planning software.