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Job description
PWM Wealth Strategist
The PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with client discovery and works with wealth management specialists to deepen and broaden relationships with existing clients. The Wealth Strategist will work closely with other members of the relationship team to meet all of client's wealth planning, estate planning and wealth transfer needs. Will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors. Focuses to grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market.
Basic Qualifications
- Bachelor's degree, or equivalent work experience - Typically 10 or more years of wealth management experience with high/ultra-high net worth clients Preferred Skills/Experience - Strong attention to details - Effective verbal and written communication skills - Proficiency with Microsoft Office applications - Broad knowledge of fiduciary, tax or estate planning products, services, and strategies - Experience drafting or reviewing estate or business documents - Strong sales and business development acumen
Benefits:
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.
Worksite address
las vegas, NV, 89105, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.