Wealth Planner – Private Wealth Management

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Holidays

Job summary

U.S. Bank seeks a Wealth Planner focused on delivering comprehensive, goals-based planning for clients. The role involves lifestyle, protection, tax, and estate planning, using planning software and tailored deliverables.

You will partner with relationship teams to pursue new client opportunities and may work directly with clients or alongside senior team members. Required qualifications include a bachelor’s degree and seven years of wealth planning experience; CFP or advanced degree is

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically seven or more years of wealth planning experience.
• Strong client presentation skills.
• Proficiency to learn and present with planning software.
• Basic knowledge of financial planning concepts.
• Ability to independently learn complex planning concepts & software.
• CFP/advanced degree.
• Extensive knowledge of Wealth Management products & services.

Responsibilities

• Provide comprehensive, goals-based planning for clients, including lifestyle, protection, tax, business transition and estate planning.
• Partner with relationship teams to support new client opportunities.
• May work directly with clients or with senior team members.

Skills

Strong client presentation skills

Problem solving and analytical skills

Effective verbal and written communic.

Ability to independently learn complex

Education

Bachelor's degree or equivalent

CFP/advanced degree

Tools

Planning software

Job description

U.S. Bank seeks a Wealth Planner focused on delivering comprehensive, goals-based planning for clients. The role involves lifestyle, protection, tax, and estate planning, using planning software and tailored deliverables.

You will partner with relationship teams to pursue new client opportunities and may work directly with clients or alongside senior team members. Required qualifications include a bachelor’s degree and seven years of wealth planning experience; CFP or advanced degree is