Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Financial Planning, Healthcare, Marketing Plan, Marketing/Sales Collateral, Presentation/Verbal Skills, Problem Solving Skills, Sales Presentation, Wealth Management, Writing Skills
PWM Wealth Planner
The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients' goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.
Basic Qualifications
- Bachelor's degree or equivalent work experience - Typically 10 or more years of wealth planning experience
- Preferred Skills/Experience - 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
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 the following:
- 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.