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
#J-18808-LjbffrWealth Planner – Private Wealth Management in minneapolis at Unknown Company
This position is listed as full time and onsite.