PWM Wealth Planner

13 hours ago

Minneapolis, Minnesota, United States U.S. Bank Full time
Job Title: PWM Wealth Planner

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a PWM Wealth Planner, you'll play a key role in developing and managing client relationships, driving business growth, and delivering exceptional service.

Key Responsibilities:
  • Solicit, develop, and manage client relationships for Private Wealth Planning
  • Partner with Senior Advisors to drive business development, client retention, and engagement in PWM sales and relationship management strategies
  • Contribute to achieving sales, revenue, and practice excellence goals
Requirements:
  • Bachelor's degree or equivalent work experience
  • Four to seven years of related experience
Preferred Skills:
  • Thorough knowledge of departmental operations, policies, and U.S. Bank products and services
  • Effective interpersonal, verbal, and written communication skills
  • Strong client-facing skills
  • Ability to identify and resolve exceptions, interpret data, and resolve complex problems with minimal guidance
  • Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications
  • Well-developed analytical skills
  • Pursuit of professional credentials (CFP, CFA, etc.) a plus
Benefits:
  • Comprehensive benefits package, including healthcare, 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, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

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