Private Wealth Management Wealth Strategist
About The Position
The PWM Wealth Strategist works with Private Wealth Advisors to develop and bring new client relationships, generally involving clients with more than $10 million in net worth, into Private Wealth Management. The role supports client discovery and partners with wealth management specialists to deepen and broaden relationships with existing clients. Working closely with other relationship-team members, the Wealth Strategist helps address clients’ wealth planning, estate planning, and wealth transfer needs. The position serves as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. It uses thorough knowledge of U.S. Bank wealth products, including fiduciary products, to identify and implement strategies in collaboration with clients’ external and internal advisors. The Wealth Strategist focuses on growing the PWM business within an assigned market by using an established professional network in the local and/or regional market.
Requirements
- Bachelor's degree or equivalent work experience.
- Typically 10 or more years of wealth management experience with high- or ultra-high-net-worth clients.
Nice To Haves
- Juris Doctor (JD) degree.
- Strong attention to detail.
- 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.
Responsibilities
- Work with Private Wealth Advisors to develop and bring new client relationships, generally above $10 million net worth, into Private Wealth Management.
- Help with client discovery.
- Work with wealth management specialists to deepen and broaden relationships with existing clients.
- Collaborate with relationship-team members to address clients’ wealth planning, estate planning, and wealth transfer needs.
- Provide subject matter expertise in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice.
- Use knowledge of U.S. Bank wealth products, including fiduciary products, to identify and implement strategies with clients’ external and internal advisors.
- Grow the PWM business within an assigned market by utilizing an established local and/or regional professional network.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
