Private Wealth Management Senior Wealth Planner

About the role

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.

Responsibilities

• Provide clients with comprehensive and goals-based planning.
• Offer lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, and estate planning services.
• Utilize planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and objectives.
• Partner with relationship teams to support new client opportunities.
• Work directly with clients or in conjunction with senior team members.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically 10 or more years of wealth planning experience.

Skills

• 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.
• JD, CPA, CTFA, CFP and/or advanced degree.
• Extensive knowledge of Wealth Management products & 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
• Incentive and recognition programs
• Equity stock purchase 401(k) contribution
• Pension

Pay

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: $157,230.00 - $192,170.00