PWM Financial Strategist
2 weeks ago
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
- Hone technical skills in Private Wealth Planning and develop superior client-facing skills
- Bachelor's degree or equivalent work experience
- Four to seven years of related experience
- Thorough knowledge of departmental operations, policies, and U.S. Bank products and services
- Effective interpersonal, verbal, and written communication skills
- Strong client-facing skills and ability to identify and resolve exceptions
U.S. Bank offers a comprehensive benefits package, including:
- 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 and sick leave
- Up to 11 paid holiday opportunities
We're 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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