Financial Planning Consultant

U.S. Bank National Association • Minneapolis, MN

9d • Onsite

About The Position

The Financial Planning Consultant is responsible for supporting relationship managers in financial planning growth and client experience for U.S. Bank Wealth Management.
Provides proactive coaching and support through planning subject-matter-expertise to drive planning activity. Strategize on best practices, planning acumen and client opportunities centered on client goals.
Partners with regional leadership and stakeholders to identify key planning opportunities and growth strategies. Leverage reporting and leader insights to focus efforts and advance the planning experience.
Drives operational excellence through product management, defined success measures and coordinated field readiness. Deliver training presentations to relationship managers and field leadership.
Support an exceptional client experience by advancing growth initiatives, strengthening plan quality efforts, and fostering ongoing education.

Requirements

• Bachelor’s degree or equivalent work experience
• 10 or more years of wealth management experience

Nice To Haves

• Deep knowledge of Wealth Management Financial Planning
• Well-developed verbal and written communication skills
• Ability to develop content and educational material for teams and client use on financial planning related topics
• Provide technology, strategy, and coaching to relationship managers on financial planning with focus supporting growth efforts
• FINRA Series 7 & 63, or willingness to obtain

Responsibilities

• supporting relationship managers in financial planning growth
• client experience for U.S. Bank Wealth Management
• proactive coaching and support through planning subject-matter-expertise to drive planning activity
• Strategize on best practices, planning acumen and client opportunities centered on client goals
• Partners with regional leadership and stakeholders to identify key planning opportunities and growth strategies
• Leverage reporting and leader insights to focus efforts and advance the planning experience
• Drives operational excellence through product management, defined success measures and coordinated field readiness
• Deliver training presentations to relationship managers and field leadership
• Support an exceptional client experience by advancing growth initiatives, strengthening plan quality efforts, and fostering ongoing education

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees