PWM Financial Strategist

2 weeks 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
  • Hone technical skills in Private Wealth Planning and develop superior client-facing skills
Requirements:
  • 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
Benefits:

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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