PWM Wealth Strategist

About the role

The PWM Wealth Strategist partners with Private Wealth Advisors to develop and onboard new client relationships generally above $10 million net worth into Private Wealth Management. The role supports client discovery, collaborates with wealth management specialists to deepen and broaden existing relationships, and works closely with the relationship team to address clients’ wealth planning, estate planning, and wealth transfer needs. 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, leveraging thorough knowledge of all U.S. Bank wealth products — including fiduciary products — to design and implement strategies in coordination with clients’ external and internal advisors. The position also focuses on growing the PWM business within the assigned market by leveraging an established professional network locally and regionally.

Responsibilities

• Develop and bring new client relationships (generally above $10MM net worth) into Private Wealth Management in partnership with Private Wealth Advisors
• Assist with client discovery and collaborate with wealth management specialists to deepen and broaden existing client relationships
• Work closely with relationship team members to meet clients’ wealth planning, estate planning, and wealth transfer needs
• 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 comprehensive knowledge of U.S. Bank wealth products (including fiduciary products) to identify and implement strategies with clients’ external and internal advisors
• Grow the PWM business within the assigned market by utilizing an established professional network in the local and/or regional market

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically at least 10 years of wealth planning experience with high/ultra‑high net worth clients

Preferred qualifications

• 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
• Considerable tact, diplomacy, and people skills
• JD, CPA, CTFA, CFP, and/or advanced degree
• 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

Salary range: $159,970.00 – $188,200.00 per year (based on primary location; actual range may vary by location). In addition to base salary, U.S. Bank offers a comprehensive benefits package including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (all benefits subject to eligibility requirements).