Private Wealth Management Senior Wealth Planner
us bancorpSeattle (WA)
Private Wealth Management Senior Wealth Planner
Posted today
us bancorpSeattle (WA)
SENIORITY
Senior
About the role
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 skillsU.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.
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