PWM Planning Analyst

U.S. Bank National Association • Portland, OR

1d

About The Position

The Planning Analyst is focused on supporting the technical aspects of comprehensive and goals-based planning. They will work under the general oversight of PWM Planners and Strategists to developing plans and customized solutions that meet clients’ goals and objectives. Prepares in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials. Prepares financial plans, and related analysis in support of client meetings. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Works with customers to understand each customer's normal account activity, as appropriate for this position.

Requirements

• Bachelor's degree, or equivalent work experience
• Up to three years of related experience

Nice To Haves

• Good knowledge of departmental operations/policies and U.S. Bank products and services
• Effective interpersonal, verbal and written communication skills
• Strong client facing skills
• Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus

Responsibilities

• developing plans and customized solutions that meet clients’ goals and objectives
• Prepares in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials
• Prepares financial plans, and related analysis in support of client meetings
• Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position
• Works with customers to understand each customer's normal account activity, as appropriate for this position

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: Entry Level
• Number of Employees: 501-1,000 employees