PWM Wealth Strategist

About the role

At U.S. Bank, we’re on a journey to do our best — helping customers and businesses make better financial decisions and enabling communities to grow and succeed. The PWM Wealth Strategist partners with Private Wealth Advisors to develop and bring new client relationships (generally above $10 MM net worth) into Private Wealth Management, supports client discovery, and collaborates with wealth management specialists to deepen and broaden existing relationships. The role works closely with the relationship team to address clients’ wealth planning, estate planning, and wealth transfer needs, serving as a subject‑matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. The strategist leverages thorough knowledge of all U.S. Bank wealth products, including fiduciary products, to identify and implement strategies alongside clients’ external and internal advisors, and focuses on growing the PWM business within the assigned market by utilizing an established professional network.

Responsibilities

• Partner with Private Wealth Advisors to develop and onboard new client relationships typically above $10 MM net worth.
• Assist with client discovery and collaborate with wealth management specialists to deepen and broaden existing client relationships.
• Work closely with the relationship team 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 in coordination 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.

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 (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)

Pay

Salary range: $159,970.00 – $188,200.00 (primary location; actual range may differ based on role location). 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 subject to eligibility requirements).