Senior UHNW Wealth Strategy Architect

U.S. Bank in Irvine, CA is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships above $10M into Private Wealth Management.

You will help with client discovery and work with wealth management specialists to deepen existing relationships. You will serve as a subject matter expert in estate and income tax planning, fiduciary strategies, and trust and fiduciary advice, leveraging the full spectrum of wealth products to expand the PWM business