Wealth Planner

U.S. Bank • Irvine, CA

2d

About The Position

The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with client discovery and work with wealth management specialists to deepen and broadens 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.

Requirements

• Bachelor's degree, or equivalent work experience
• Typically at least 15 years of wealth planning experience with high/ultra-high net worth clients

Nice To Haves

• Broad knowledge of fiduciary, tax or estate planning products, services, and strategies
• Experience drafting or reviewing estate or business documents
• Demonstrated leadership skills
• Possess strong sales and business development acumen
• Considerable tact, diplomacy and people skills
• Effective verbal and written communication skills
• JD, LLM and/or CPA

Responsibilities

• Work with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
• Assist with client discovery.
• Work with wealth management specialists to deepen and broaden relationships with existing clients.
• Work closely with other members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs.
• Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice.
• Leverage 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.
• Grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market.

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