PWM Wealth Strategist

About the role

The PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. They help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The Wealth Strategist serves as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. They leverage thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors.

Responsibilities

• Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management
• Work with wealth management specialists to deepen and broaden relationships with existing clients
• Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice
• Leverage thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors
• Focus on growing the PWM business within assigned Market by utilizing established professional network in the local and/or regional market

Requirements

• Bachelor's degree, or equivalent work experience
• Typically 10 or more years of wealth management experience with high/ultra-high net worth clients

Preferred Skills/Experience

• Strong attention to details
• Effective verbal and written communication skills
• Proficiency with Microsoft Office applications
• Broad knowledge of fiduciary, tax or estate planning products, services, and strategies
• Experience drafting or reviewing estate or business documents
• Strong sales and business development acumen

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include:

• 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
• 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

$126,820.00 - $149,200.00

Schedule

Not specified