PWM Senior Wealth Planner

U.S. Bank • Seattle, WA

8d • Onsite

About The Position

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.

Requirements

• Bachelor's degree or equivalent work experience
• Typically 10 or more years of wealth planning experience

Nice To Haves

• 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 skills

Responsibilities

• Providing clients with comprehensive and goals-based planning.
• Providing comprehensive planning services including lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, and estate planning.
• Utilizing expertise in planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions.
• Partnering with relationship teams to support new client opportunities.
• Working directly with clients or in conjunction with senior team members.

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: Senior