Wealth Planning Consultant

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

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Planning Consultant is responsible for advancing the wealth planning experience across Private Wealth Management, Ascent, and Personal Trust by providing planning expertise, coaching, training, and consulting support to relationship managers and business partners.

This role serves as a trusted advisor and field-facing planning resource, helping teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices. The consultant partners directly with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance that drives business growth and enhances the client experience.

The Planning Consultant develops and delivers training programs, coaching strategies, educational content, and field readiness initiatives that increase planning knowledge, confidence, and effectiveness. The role also collaborates with stakeholders to identify opportunities to enhance planning capabilities, support new hire onboarding, and process improvement.

In addition, the consultant provides subject matter expertise on complex planning topics, conducts quality reviews and case consultation, and helps ensure planning practices remain aligned with business objectives and risk management expectations.

Basic Qualifications:

• -Bachelor’s degree or equivalent work experience
• -10 or more years of wealth management experience

Preferred Skills/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.

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week. Position can be located in Minneapolis or Charlotte.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.