PWM Senior Wealth Planner

Job Description

The PWM Wealth Planner is focused on providing clients with comprehensive, goal‑based planning. The Wealth Planner provides the following planning services: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, and estate planning. The Planner has expertise in planning software, marketing collateral, and customizable deliverables to develop tailored solutions that meet clients’ goals and objectives. The Planner partners with relationship teams to support new client opportunities and may work directly with clients or in conjunction with senior team members.

Basic Qualifications

• Bachelor's degree or equivalent work experience


• Typically 10 or more years of wealth planning experience

Preferred Skills & Experience

• Strong client presentation skills


• Proficiency with planning software


• Basic knowledge of financial planning concepts


• Ability to independently learn complex planning concepts and software


• JD, CPA, CTFA, CFP, and/or advanced degree


• Extensive knowledge of Wealth Management products and services


• Problem‑solving and analytical skills


• Effective verbal and written communication skills

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

Pay Range: $148,495.00 - $174,700.00

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.